AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PV

Phillip D. Vanburen

PROFESSIONAL ADVISORY SERVICES
GROSSE POINTE PARK, MI 48230-1304
Some features on this profile are disabled
CRD#: 1201899
PV

Professional summary

Phillip Daniel Vanburen is a registered financial advisor currently at PROFESSIONAL ADVISORY SERVICES located in Grosse Pointe Park, Michigan.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Phillip has worked at 2 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Daniel Vanburen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 21, 2024 - Present

PROFESSIONAL ADVISORY SERVICES

Office #1: 14950 E. Jefferson Ave, Grosse Pointe Park, MI 48230-1304
RIA
CRD#: 333315
GROSSE POINTE PARK, MI
Past

February 1, 1984 - March 28, 1997

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(11/21/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/17/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 11/17/1983
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/16/1989
Investment Company Products/Variable Contracts Principal Examination

Current Firm

PA
PROFESSIONAL ADVISORY SERVICES
PROFESSIONAL ADVISORY SERVICES

CRD#: 333315 / SEC#:

Michigan
Registered Investment Advisory firm - (11/20/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
14950 E. Jefferson Ave, Grosse Pointe Park, MI 48230-1304
Mailing Address
15200 E. Jefferson Ste. 108 E, Grosse Pointe Park, MI 48230-1304
Phone number
(313) 622-1456
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROFESSIONAL ADVISORY SERVICES

CRD#: 333315Grosse Pointe Park, MI 48230-1304

TRUST BUT VERIFY

Monitor Phillip Vanburen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Bruce Robert Parmenter JR
Bruce ParmenterAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
LAKELAND, FL
Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
AM
Avery MarshAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
Troy, MI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.