Philip L. Orwig

FAIR ASSET MANAGEMENT

DALLAS, TX

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CRD#: 5802766

Professional summary

Philip Larue Orwig, CFP®, who also goes by Phil Orwig, is a registered financial advisor currently at FAIR ASSET MANAGEMENT, LLC located in Dallas, Texas.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Philip has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phil Orwig

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.

(1)Name of Business: Borden Hamman Agency Address: 14180 Dallas Parkway, Dallas, TX, 75254, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We offer fixed insurance products only, no variable products - we use RJIG for that. (2)Name of Business: Munn Gray & Associates, Inc. Address: 14951 Dallas Pkwy Ste 820, Dallas, TX, 75254, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/08/2012 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I work with new & existing clients to help manage their personal finances and reach their financial goals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Larue Orwig'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^®

Certified Financial Planner

Start date: 2013

Experience

Current

April 16, 2025 - Present

FAIR ASSET MANAGEMENT, LLC

RIA

CRD#: 334853

DALLAS, TX

Past

August 18, 2011 - April 9, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Dallas, TX

Past

August 18, 2011 - April 9, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DALLAS, TX

Past

July 14, 2010 - August 22, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

ELIZABETHTOWN, KY

Past

June 28, 2010 - August 22, 2011

LPL FINANCIAL LLC

CRD#: 6413

ELIZABETHTOWN, KY

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

Texas
(4/16/2025)

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: 7/13/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/2010

General Securities Representative Examination

Current Firm

FAIR ASSET MANAGEMENT, LLC

CRD#: 334853 / SEC#:

Texas

Registered Investment Advisory firm - (4/16/2025 Approved)

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Contact information

Main Address

Dallas, TX

Mailing Address

P.o. Box 38035, Dallas, TX 75238

Phone number

(214) 991-0823

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Philip L. Orwig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Larue Orwig's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIR ASSET MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2010

SIE

Date: 10/1/2018

Series 7

Date: 6/26/2010

Current Firm

FAIR ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

FAIR ASSET MANAGEMENT, LLC

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