Philip O. Hotz
Professional summary
Philip Oliver Hotz II is a registered financial advisor currently at FL GROUP, INC. located in Palm Coast, Florida.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Philip has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 53, Series 27, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Oliver Hotz II's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2025 - Present
FL GROUP, INC.
August 13, 2024 - July 10, 2025
GRADIENT ADVISORS, LLC
June 30, 2004 - December 5, 2006
STUART INVESTMENT ADVISORY CORP.
September 1, 1999 - December 4, 2006
STUART SECURITIES CORP.
November 13, 1998 - June 14, 1999
EQUITY SERVICES, INC.
June 6, 1994 - October 27, 1998
WMA SECURITIES, INC.
March 5, 1992 - June 6, 1994
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 6, 1982 - February 12, 1992
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/30/2025)
Exams
Current Firm
FL GROUP, INC.
CRD#: 334399 / SEC#:
Contact information
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