Philip Bess, financial advisor Lenexa KS
93 score

Philip Bess

CRD Number: 5423120
Current Firm: Communityamerica Financial Solutions, LLC

Philip Bess (CRD# 5423120) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 10 years of experience in the finance industry.

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Communityamerica Financial Solutions, LLC
Company Name Location Dates Years
Communityamerica Financial Solutions, LLC Lenexa, KS Feb 2015 - Current 3
Vsr Financial Services, Inc. Overland Park, KS Jul 2013 - Jan 2015 1
Vsr Advisory Services Overland Park, KS Jul 2013 - Jan 2015 1
Wells Fargo Advisors, LLC Saint Louis, MO May 2009 - Jul 2013 4
Wachovia Securities, LLC Saint Louis, MO Apr 2009 - May 2009 < 1
First Allied Advisory Services, Inc. Chesterfield, MO Jun 2008 - Apr 2009 < 1
Ffp Securities, Inc. Chesterfield, MO Sep 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Philip A. Bess
Phone Number: 913-905-3600
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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