PR
Phillip M. Reynolds
TBH GLOBAL ASSET MANAGEMENT
Brentwood, TN 37027
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CRD#: 5120387
PR
Professional summary
Phillip M Reynolds, CFP®, who also goes by Phillip M. Reynolds, is a registered financial advisor currently at TBH GLOBAL ASSET MANAGEMENT, LLC located in Brentwood, Tennessee.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Phillip has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Phillip M. Reynolds
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.
Name of the other business: Endelogy, LLC
Is the business is investment-related: No
Address of the other business: 330 Franklin Rd. Suite 135a-280 Brentwood, TN 37027
Nature of the other business: farming and cultivation
Your position 15% shareholder
Title business development
Start date of your relationship 12/2018
Approximate number of hours/month you devote to the other business 12-15
Number of hours you devote to the other business during securities trading hours 4
Briefly describe your duties relating to the other business: Business and strategic development
Private Investment in Hemp Tenn (less than 1% shareholder). Passive investor in a registered private investment. Investment is not being recommended to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Phillip M Reynolds'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®
CFP®
Start date: 2008
Experience
Current
September 22, 2009 - Present
TBH GLOBAL ASSET MANAGEMENT, LLC
Office #1: 6 Cadillac Dr. Suite 300, Brentwood, TN 37027RIA
CRD#: 145536
Brentwood, TN
Past
August 23, 2006 - October 1, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
NASHVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TG
TBH GLOBAL ASSET MANAGEMENT, LLC
TBH ADVISORS | TBH SPORTS | TBH INVEST | TBH GLOBAL ASSET MANAGEMENT, LLC | TBH FRANKLIN | TBH COOL SPRINGS
CRD#: 145536 / SEC#: 801-68624
RIA
Registered Investment Advisory firm - (1/2/2008 Approved)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
Georgia(6/4/2014)
IAR
Louisiana(3/26/2014)
IAR
Tennessee(9/22/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TG
TBH GLOBAL ASSET MANAGEMENT, LLC
TBH ADVISORS | TBH SPORTS | TBH INVEST | TBH GLOBAL ASSET MANAGEMENT, LLC | TBH FRANKLIN | TBH COOL SPRINGS
CRD#: 145536 / SEC#: 801-68624
RIA
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Contact information
Main Address
6 Cadillac Dr. Suite 300, Brentwood, TN 37027
Mailing Address
Phone number
(615) 690-4820
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,627 |
| AUM (Assets Under Management) | $ 1,274,662,966 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2025 | ||
| 03/28/2024 | ||
| 02/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
