Philip D. Eldredge

F2F RETIREMENT

Tooele, UT

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CRD#: 4703096

Professional summary

Philip Douglas Eldredge, who also goes by Philip D Eldredge, is a registered financial advisor currently at F2F RETIREMENT, LLC located in Tooele, Utah.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Philip has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip D Eldredge

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.

Philip is also selling life insurance as an independent agent from home and face to face, he started selling several years ago while at Fidelity Investments. He sells aprx 5 hrs / week on ins.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Douglas Eldredge'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

November 17, 2016 - Present

F2F RETIREMENT, LLC

RIA

CRD#: 164005

Tooele, UT

Past

April 16, 2014 - February 9, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

March 24, 2014 - February 8, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

October 10, 2013 - March 6, 2014

TD AMERITRADE, INC.

RIA

CRD#: 7870

DRAPER, UT

Past

October 10, 2013 - March 6, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

DRAPER, UT

Past

October 3, 2013 - March 6, 2014

TD AMERITRADE, INC.

CRD#: 7870

DRAPER, UT

Past

November 14, 2007 - September 24, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

December 4, 2006 - September 23, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

January 3, 2006 - August 3, 2006

FBL MARKETING SERVICES, LLC

CRD#: 5309

TOOELE, UT

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

Utah
(11/17/2016)

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 66

Date: 12/28/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/10/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/22/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

F2F RETIREMENT, LLC

F2F RETIREMENT, LLC | MCCUBBINS, LANCE LANE | L7 INSURANCE

CRD#: 164005 / SEC#:

Utah

Registered Investment Advisory firm - (5/13/2013 Approved)

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Contact information

Main Address

185 N Main St, Ste 601, Tooele, UT 84074

Mailing Address

Phone number

(435) 224-4888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	351
AUM (Assets Under Management)	$ 37,007,500

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Philip D. Eldredge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Douglas Eldredge's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FBL MARKETING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2007

Series 63

Date: 1/10/2006

SIE

Date: 2/8/2016

Series 7

Date: 12/1/2006

Series 6

Date: 12/22/2005

Current Firm

F2F RETIREMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

F2F RETIREMENT, LLC

TRUST BUT VERIFY

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