How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Philip

ADVISOR PROFILE

(1) B. RILEY WEALTH MANAGEMENT HOLDINGS, INC INVESTMENT RELATED; 40 S. MAIN ST STE 1800 MEMPHIS, TN; HOLDING COMPANY FOR B. RILEY WEALTH ENTITIES; BOARD MEMBER, OFFICER; START DATE DECEMBER 1997; 0 HRS/MONTH DEVOTED. (2) INSBANK; 2505 21ST AVENUE, STE. 204, NASHVILLE, TN. 37212; START DATE: 2008; NOT INVESTMENT-RELATED; NATURE OF BUSINESS IS BANKING , BOARD MEMBER; WEBSITE: WWW.INSBANKTN.COM; I AM ON THE BOARD OF DIRECTORS AND ATTEND ALL QUARTERLY MEETINGS TO DISCUSS FINANCES AND VARIOUS STRATEGIC PLANNING COMMITTEES; I 4 HRS/MONTH, SOME DURING SOME TRADING HOURS.... (3) GREEN RIVER PROPERTIES; 270 W. CHERRY CIR MEMPHIS TN 38117; START DATE: 2000; NOT INVESTMENT-RELATED; FAMILY LLC SET UP TO HOLD FARMLAND HOLDINGS; MANAGER; FAMILY BUSINESS; 0 HOURS PER MONTH DEVOTED TO THIS ACTIVITY, 0 HOURS PER MONTH DURING TRADING HOURS.... (4) MPC PROPERTIES AND MPC PARTNERS; 270 W CHERRY CIR MEMPHIS TN 38117; START DATE; 2002; NOT INVESTMENT-RELATED; FAMILY LLC AND LP TO HOLD REAL ESTATE; FAMILY BUSINESS; 0 HOURS PER MONTH DEVOTED TO THIS ACTIVITY; MANAGER... (5) ASSISI FOUNDATION; 515 ERIN DRIVE MEMPHIS TN 38117; START DATE: 2006; NOT INVESTMENT-RELATED; FOUNDATION IN MEMPHIS WITH APPROX. $185MM OF ASSETS; CHARITY; 1 HOUR PER MONTH, DURING TRADING HOURS; BOARD MEMBER, TREASURER.... (6) GULF STATES HOLDINGS; 1301 CAMELLIA BLVD LAFAYETTE LA 70508; START: 08/15/2016; NOT INVESTMENT RELATED; BOARD MEMBER; HOMEOWNERS INSURANCE COMPANY IN LOUISIANA; 1 HOUR PER MONTH, DURING TRADING HOURS....

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Philip Richard Zanone JR

Experience: 32 years / 5 firms

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