Philip Seibel, financial advisor Phoenix AZ
93 score

Philip Seibel

CRD Number: 5903717
Current Firm: Kestra Advisory Services, LLC

Philip Seibel (CRD# 5903717) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Phoenix, AZ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, Inc. Phoenix, AZ Feb 2018 - Current < 1
Wealthpoint, LLC Phoenix, AZ May 2012 - Current 6
M Holdings Securities, Inc. Portland, OR May 2012 - Feb 2018 5
Penniall & Associates Pasadena, CA Mar 2011 - May 2012 1
United Planners' Financial Services Scottsdale, AZ Mar 2011 - May 2012 1
Horizon Insurance Group Phoenix, AZ Jan 2010 - Mar 2011 1
Brown & Brown Insurance Phoenix, AZ Jan 2009 - Jan 2010 1
Arizona Diamondbacks Phoenix, AZ Oct 2007 - Jan 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Philip M. Seibel
Phone Number: 7374437101
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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

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