Phyllis I. Storms
Professional summary
Phyllis Inez Storms, CFP®, who also goes by Phyllis Inez Arrington, Inez Arrington Storms, is a registered financial advisor currently at ARRINGTON FINANCIAL ADVISORS, LLC located in Moorestown, New Jersey.
Phyllis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Phyllis has worked at 2 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phyllis Inez Storms's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
October 21, 2014 - Present
ARRINGTON FINANCIAL ADVISORS, LLC
January 4, 1999 - August 23, 2004
RORER ASSET MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2014)
Exams
Series 2
Date: 8/29/1996
Non-Member General Securities ExaminationCurrent Firm
ARRINGTON FINANCIAL ADVISORS, LLC
CRD#: 173223 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 8,734,171 |
Red Flags
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