Philip L. Webb
Professional summary
Philip Lee Webb, AIF®, who also goes by Phil Webb, is a registered financial advisor currently at RPS RETIREMENT PLAN ADVISORS located in Lewisville, Texas.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Philip has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Lee Webb's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 2022 - Present
RPS RETIREMENT PLAN ADVISORS
January 8, 2014 - April 13, 2022
RICHARD P. SLAUGHTER ASSOCIATES, INC.
July 30, 2012 - January 3, 2014
NEWPORT GROUP CONSULTING, LLC
April 10, 2006 - October 27, 2008
NATIONWIDE INVESTMENT SERVICES CORPORATION
December 20, 2005 - February 3, 2006
EMPOWER FINANCIAL SERVICES, INC.
July 27, 2004 - October 17, 2005
INVESMART ADVISORS INC
April 15, 2004 - October 17, 2005
INVESMART SECURITIES, LLC
June 14, 2002 - August 26, 2003
MUTUAL SERVICE CORPORATION
October 17, 1997 - May 28, 2002
JOHN HANCOCK DISTRIBUTORS LLC
Primary Firm SEC Registration
RPS RETIREMENT PLAN ADVISORS
CRD#: 319220 / SEC#: 801-123627
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2022)
Exams
Current Firm
RPS RETIREMENT PLAN ADVISORS
CRD#: 319220 / SEC#: 801-123627
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 271,765,092 |
Red Flags
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