Phillip Kline, financial advisor Tampa FL
88 score

Phillip Kline

CRD Number: 6132599
Current Firm: Usaa Financial Planning Services

Phillip Kline (CRD# 6132599) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Tampa FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Tampa FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Tampa FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
Usaa Financial Advisors, Inc. Tampa, FL Oct 2014 - Current 2
Usaa Financial Planning Services Tampa, FL Oct 2014 - Current 2
T.rowe Price Investment Firm Tampa, FL Oct 2012 - Oct 2014 2
Loomis Armored Tampa, FL Sep 2010 - Oct 2012 2
Guardsmark Security Tampa, FL Mar 2010 - Sep 2010 < 1
Blockbuster Video Tampa, FL Dec 2006 - Mar 2010 3
San's Pizza Tampa, FL May 2006 - Dec 2006 < 1
Publix Supermarkets Tampa, FL Aug 2004 - Oct 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Phillip M. Kline
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Phillip Kline and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.