Phillip R. Deboalt
Professional summary
Phillip Robert Deboalt, who also goes by Phillip Robert Deboalt, is a registered financial advisor currently at FD WEALTH ADVISORS, LLC located in Calabasas, California.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Phillip has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Robert Deboalt's CRS (Customer Relationship Summary).
Certified licenses
Education
Fort Lewis College
Bachelor of Arts (BA) - Business
2003
Experience
February 5, 2026 - Present
FD WEALTH ADVISORS, LLC
Office #1: 26635 Agoura Rd, Ste 200, Calabasas, CA 91302March 31, 2025 - December 4, 2025
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 18, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
July 11, 2014 - December 4, 2025
FIDELITY BROKERAGE SERVICES LLC
June 4, 2012 - June 26, 2014
SECURIAN FINANCIAL SERVICES, INC.
May 22, 2012 - June 26, 2014
SECURIAN FINANCIAL SERVICES, INC.
July 13, 2004 - August 29, 2005
HORNOR, TOWNSEND & KENT, LLC
February 2, 2004 - June 30, 2004
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/5/2026)
Exams
Current Firm
FD WEALTH ADVISORS, LLC
CRD#: 339923 / SEC#:
Contact information
Red Flags
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Company Information
FD WEALTH ADVISORS, LLC
Vice President, Financial ConsultantCRD#: 339923Calabasas, CA 91302TRUST BUT VERIFY
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