Phillip H. Connors
Professional summary
Phillip Haydn Connors, who also goes by Phillip H Connors, is a registered financial advisor currently at VALUE FINANCIAL ADVISERS, INC. located in Orlando, Florida.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Phillip has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Haydn Connors's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 2013 - Present
VALUE FINANCIAL ADVISERS, INC.
November 30, 2012 - December 31, 2022
LEIGH BALDWIN & CO., LLC
May 1, 2008 - January 5, 2011
T. ROWE PRICE ADVISORY SERVICES, INC.
April 16, 2008 - January 5, 2011
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
VALUE FINANCIAL ADVISERS, INC.
CRD#: 107321 / SEC#: 801-37987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/6/2013)
(9/15/2022)
Exams
Current Firm
VALUE FINANCIAL ADVISERS, INC.
CRD#: 107321 / SEC#: 801-37987
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 203 |
| AUM (Assets Under Management) | $ 105,269,801 |
Red Flags
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