Phillip J. Randazzo

CLARITY COUNCIL FINANCIAL

Las Vegas, NV 89134

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CRD#: 2293867

Professional summary

Phillip Joseph Randazzo, who also goes by Philip Joseph Randazzo, is a registered financial advisor currently at CLARITY COUNCIL FINANCIAL, LLC located in Las Vegas, Nevada.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Phillip has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Joseph Randazzo

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.

(1)START DATE 09/1999, I DEVOTE 1-2 HRS/MO AS MANAGING PARTNER/OWNER OF HILLWOOD FINANCIAL CENTER, LLC. THIS IS A NON-INVESTMENT RELATED ACTIVITY, MY DUTIES INCLUDE MANAGING COMMERCIAL OFFICE SPACE. (2)START DARE 11/1994, I DEVOTE APPROX 15-20 HRS/MO AS OWNER/BROKER FOR NEVADA BENEFITS. MY DUTIES INCLUDE SELLING INSURANCE, PRIMARILY HEALTH. (3) START DATE 03/2003 I DEVOTE APPROX. 20-25 HRS/MO TO AMERICAN DREAM U (NEVADA BENEFITS FOUNDATION). THIS IS A NON-INVESTMENT RELATED ACTIVITY, MY DUTIES INCLUDE HELPING MILITARY PERSONNEL TRANSITION OUT OF MILITARY LIFE. (4) START DATE 01/2016 I DEVOTE APPROX 4-8 HRS/MO HEY POPI, LLC; THIS IS AN INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE TO HELP CLIENTS CREATE A SUCCESSFUL RETIREMENT. BUSINESS ADDRESS FOR ALL OF ABOVE: 9505 HILLWOOD DR., #100, LAS VEGAS, NV 89134

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Joseph Randazzo'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

February 27, 2020 - Present

CLARITY COUNCIL FINANCIAL, LLC

Office #1: 9505 Hillwood Drive Suite 100, Las Vegas, NV 89134

RIA

CRD#: 306858

Las Vegas, NV

Past

January 6, 2014 - December 31, 2015

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

LAS VEGAS, NV

Past

May 21, 2013 - December 31, 2013

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

LAS VEGAS, NV

Past

September 14, 2012 - May 24, 2013

SUREVEST WEALTH MANAGEMENT

RIA

CRD#: 122369

LAS VEGAS, NV

Past

May 4, 2012 - December 31, 2019

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

LAS VEGAS, NV

Past

August 1, 2006 - December 31, 2019

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

LAS VEGAS, NV

Past

April 13, 2000 - August 3, 2006

INTEGRATED TRADING AND INVESTMENTS, INC.

CRD#: 47730

LAS VEGAS, NV

Past

December 9, 1992 - April 13, 2000

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

December 9, 1992 - June 8, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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

Nevada
(2/27/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/3/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/12/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/7/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLARITY COUNCIL FINANCIAL, LLC

CRD#: 306858 / SEC#:

Nevada

Registered Investment Advisory firm - (2/27/2020 Approved)

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Contact information

Main Address

9505 Hillwood Drive Suite 100, Las Vegas, NV 89134

Mailing Address

Phone number

(702) 258-1995

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Firm Stability Insights

Phillip J. Randazzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Joseph Randazzo's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS

SUREVEST WEALTH MANAGEMENT

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

INTEGRATED TRADING AND INVESTMENTS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2012

Series 63

Date: 2/12/1993

SIE

Date: 10/1/2018

Series 6

Date: 12/7/1992

Current Firm

CLARITY COUNCIL FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

CLARITY COUNCIL FINANCIAL, LLC

TRUST BUT VERIFY

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