Philip Francois (CRD# 6432808) is an Investment Advisor Representative working at Foundation Wealth Planning in Salina, KS and has over 9 years of experience in the finance industry. Philip Francois has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4299232
United Capital Management Of Kansas, Inc.
CRD# 6983312
Edward Jones
CRD# 7050320
United Capital Management Of Kansas, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nectarine Financial, Inc. | Salina, KS | Apr 2024 - Current | < 1 |
| Altruvista, LLC | Houston, TX | Jul 2023 - Current | < 1 |
| Kaplan North America, LLC | Alpharetta, GA | Mar 2023 - Current | 1 |
| Foundation Wealth Planning LLC | Overland Park, KS | Dec 2020 - Current | 3 |
| Next Move Inc. | Kansas City, MO | May 2021 - Apr 2023 | 1 |
| Selectquote | Overland Park, KS | Sep 2020 - May 2021 | < 1 |
| Edward Jones | St Louis, MO | Feb 2015 - Sep 2020 | 5 |
| Spring Venture Group | Kansas City, MO | Oct 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- KS
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Total Assets Under Management3MILLIONS
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Total Number of Accounts58ACCOUNTS
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Average Account Value$51,103
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
KS
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