Philip J. Myers
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.
Philip Jenss Myers was a registered financial professional .
Philip is a previously registered financial professional and started their career in finance in 1986. Philip had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 14, 2020 - December 21, 2022
AMERICAN INVESTORS GROUP, INC.
December 17, 2019 - July 31, 2020
AMERICAN INVESTORS GROUP, INC.
March 13, 1989 - July 31, 2020
AMERICAN INVESTORS GROUP, INC.
February 10, 1987 - March 14, 1989
U.S. ADVISORS, INC.
January 31, 1986 - December 22, 1987
FINANCIAL PLANNERS EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AMERICAN INVESTORS GROUP, INC.
CRD#: 10020 / SEC#: , 8-38164
Contact information
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 6,208,730 |
Disclosures
| Regulatory Event | 6 |
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.
