Phillip Kaiser (CRD# 6454303) is an Investment Advisor Representative working at Pk Quantitative Investing, LLC in Tucson, AZ and has over 9 years of experience in the finance industry. Phillip Kaiser 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# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pk Quantitative Investing, LLC | 6255 N Camino Pimeria Alta Apt 70, AZ | May 2021 - Current | 2 |
| Raskob Kambourian Financial Advisors | Tucson, AZ | Jan 2018 - May 2021 | 3 |
| Raskob Kambourian Financial Advisors, Ltd | Tucson, AZ | Jan 2018 - May 2021 | 3 |
| Unemployed | Tuscon, AZ | Jul 2017 - Dec 2017 | < 1 |
| Raskob Kambourian Financial Advisors, Ltd | Tuscon, AZ | Mar 2015 - Jun 2017 | 2 |
| Raskob Kambourian Financial Advisors, Ltd | Tucson, AZ | Sep 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- AZ
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$224,186
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, TX
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