Phil Donahue (CRD# 1206346) is an Investment Advisor Representative working at Primerica Advisors in Panama City Beach, FL and has over 40 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 6670715
Lpl Financial LLC
CRD# 2682409
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primerica Financial Services | Panama City Beach, FL | Feb 1991 - Current | 33 |
| Pfs Investments Inc. | Panama City Beach, FL | Aug 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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