Philip J. Corson

STRATEGIC PLANNING

Fort Mill, SC 29708

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CRD#: 5857729

Professional summary

Philip James Corson is a registered financial advisor currently at STRATEGIC PLANNING CORPORATION located in Fort Mill, South Carolina and EFFICIENT ADVISORS located in Fort Mill, South Carolina.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Philip has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. LEGACY LAW FIRM, LLC. MEMBER. 100 STONE VILLAGE DR, STE 208, FORT MILL, SC 29708. LAWYER. STARTED 1/1/2014. 40 HRS/WK, 40 HRS DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. 2. PREMIER PLANNING. AGENT. 2300 HIGHLAND VILLAGE RD, STE 310, HIGHLAND VILLAGE, TX 75077. FUNERAL TRUST RESOURCE FOR ESTATE PLANNING. STARTED 1/2015. <1 HR/WK, <1 HOUR DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. 3. NATIONAL GUARDIAN LIFE INSURANCE CO. AGENT. 2 EAST GILMAN ST, MADISON, WI 53703. AGENT FOR INSURANCE SALES AND SERVICE. STARTED 1/1/2015. <1 HR/WEEK, <1 HR DURING NORMAL TRADING HOURS. NOT INVESTMENT RELATED. 4. MATSON MONEY. INVESTMENT ADVISOR REPRESENTATIVE/SOLICITOR. 5955 DEERFIELD BLVD, MASON, OH 45040. SOLICITOR FOR RIA FIRM. INVESTMENT RELATED. STARTED 2017. 5 HRS/WK, 5 DURING NORMAL TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip James Corson's CRS (Customer Relationship Summary).

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

July 30, 2013 - Present

STRATEGIC PLANNING CORPORATION

Office #1: 100 Stone Village Drive Suite 208, Fort Mill, SC 29708

RIA

CRD#: 118775

Fort Mill, SC

Current

June 28, 2022 - Present

EFFICIENT ADVISORS

Office #1: 100 Stone Village Drive Suite 208, Fort Mill, SC 29708

RIA

CRD#: 150144

Fort Mill, SC

Past

March 23, 2017 - March 23, 2023

MATSON MONEY, INC.

RIA

CRD#: 110425

Fort Mill, SC

Past

August 6, 2013 - December 31, 2018

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

RALEIGH, NC

Past

May 4, 2011 - January 2, 2013

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

LAKE WYLIE, SC

Past

April 13, 2011 - January 2, 2013

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

LAKE WYLIE, SC

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".

EFFICIENT ADVISORS

ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

RIA

Registered Investment Advisory firm - (5/1/2009 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

North Carolina
(7/30/2013)

IAR

South Carolina
(11/1/2013)

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 65

Date: 7/27/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/2/2011

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: 4/12/2011

General Securities Representative Examination

Current Firm

EFFICIENT ADVISORS

ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

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Contact information

Main Address

Mason, OH

Mailing Address

9450 Sw Gemini Drive Pmb 65198, Beaverton, OR 97008

Phone number

(267) 613-6250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EFFICIENT ADVISORS BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts	17,312
AUM (Assets Under Management)	$ 2,768,397,462

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2025	Cover Page	Report
11/25/2024	Cover Page	Report
11/07/2023	Cover Page	Report
01/06/2023	Cover Page	Report

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 J. Corson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip James Corson's CRS (Customer Relationship Summary).

Certified licenses

Experience

EFFICIENT ADVISORS

MATSON MONEY, INC.

CAPITAL INVESTMENT GROUP, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

EFFICIENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2019

Series 66

Date: 5/2/2011

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2011

Current Firm

EFFICIENT ADVISORS

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EFFICIENT ADVISORS

TRUST BUT VERIFY

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