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PHILLIPS, ROBERT, THOMAS

C24
IAR CRD 5257305·Industry start 2006-12-31

Identity

Legal name
PHILLIPS, ROBERT, THOMAS
CRD
5257305
NPN
—

Career

Previous employments
LPL FINANCIAL LLC2019-09-30
WOODBURY FINANCIAL SERVICES, INC.2007-01-01
Current branches
PURSHE KAPLAN STERLING INVESTMENTS
ASSET ONE WEALTH MANAGEMENT, LLC
Designations
—
Education
—

BrokerCheck signals

Industry start
2006-12-31
Est. age
42
Age confidence
—
Est. birth year
1984
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
No

Firm affiliations

1
ASSET ONE WEALTH MANAGEMENT, LLC
IAR · Executive Officer · 2.5% ownership
CRD 336350