Phillip W. Storms
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Phillip Wayne Storms, who also goes by Phil Storms, was a registered financial professional .
Phillip is a previously registered financial professional and started their career in finance in 1983. Phillip had worked at 6 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 14, 2006 - July 10, 2015
VALUED INVESTMENT PARTNERS, LLC
January 1, 1999 - January 5, 2004
WESTMONT FINANCIAL CORPORATION
January 1, 1999 - February 16, 2006
NORRIS ADVISORY SERVICES
April 25, 1988 - April 2, 1990
RICHEY FINANCIAL GROUP, INC.
July 16, 1986 - April 19, 1988
OMNIVEST, INC.
November 23, 1983 - July 22, 1986
FSC SECURITIES CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
VALUED INVESTMENT PARTNERS, LLC
CRD#: 138660 / SEC#: 801-65887
Contact information
Red Flags
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