George Philhower, financial advisor Palm Coast FL
93 score

George Philhower

CRD Number: 5461119
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

George Philhower (CRD# 5461119) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Coast, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ormond Beach, FL Jun 2014 - Current 2
Bank Of America N.a. Ormond Beach, FL Jun 2014 - Current 2
Pnc Investments Ormond Beach, FL Nov 2009 - Jun 2014 4
National City Bank Ormond Beach, FL Feb 2009 - Nov 2009 < 1
Natcity Investments, Inc. Cleveland, OH Feb 2009 - Nov 2009 < 1
Edward Jones Ormond Beach, FL Dec 2007 - Feb 2009 1
Unemployed Ormond Beach, FL Oct 2007 - Dec 2007 < 1
Self-employed Coconut Creek, FL Mar 2006 - Oct 2007 1
F.i.l. Coconut Creek, FL Oct 2003 - Sep 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for George Philhower
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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