Phillip Couture (CRD# 734399) is an Investment Advisor Representative , owner of Couture Financial Inc. in Sarasota, FL and has over 45 years of experience in the finance industry. Phillip Couture 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.
Couture financial, Inc. Provides fee-based investment management in an effort to eliminate possible conflicts of interest to provide our clients with a better opportunity for profits.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Couture Financial, Inc. | Sarasota, FL | Jun 1977 - Current | 46 |
| Mercury Securities, LLC | San Rafael, CA | Dec 2014 - Oct 2015 | < 1 |
| Calton & Associates, Inc. | Tampa, FL | Jan 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1983 |
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
- TX
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Total Assets Under Management32MILLIONS
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Total Number of Accounts155ACCOUNTS
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Average Account Value$204,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, TX
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