R&m Financial Advisors LLC

R&m Financial Advisors LLC (CRD# 156722) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN

Financial Advisors at R&m Financial Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Raymond C. Phillips
CRD#: 4501772
Parrish, FL
96
Wealthminder
score

Raymond Phillips (CRD# 4501772) is an Investment Advisor Representative working at R&m Financial Advisors LLC in Parrish, FL and has over 14 years of experience in the finance industry. Raymond Phillips 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.

2
Michael J. Pullan
CRD#: 5618167
Parrish, FL
93
Wealthminder
score

Michael Pullan (CRD# 5618167) is an Investment Advisor Representative working at R&m Financial Advisors LLC in Parrish, FL and has over 8 years of experience in the finance industry.

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