JACOBSON, PHIL, L

C31

IAR CRD 4172462·Industry start 2003-02-24

Identity

Legal name

JACOBSON, PHIL, L

CRD

4172462

NPN

—

Career

Previous employments

LPL FINANCIAL LLC2018-02-14

SII INVESTMENTS, INC.2009-02-17

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2003-02-24

Est. age

45

Age confidence

—

Est. birth year

1981

BC active

No

IA active

Yes

Disclosures

Yes

Private residence

No

Firm affiliations

2

GENEREUX INVESTMENT MANAGEMENT, INC.

SYNERGY FINANCIAL PARTNERS, LLC

IAR · Direct Owner · 87.5% ownership