Philip B. Town

RULE ONE PARTNERS

MORELAND, GA 30259-2939

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CRD#: 6146430

Professional summary

Philip Bradley Town is a registered financial advisor currently at RULE ONE PARTNERS, LLC located in Moreland, Georgia.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Philip has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Bradley Town'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

September 22, 2014 - Present

RULE ONE PARTNERS, LLC

Office #1: 811 Bear Creek Rd, Moreland, GA 30259-2939

RIA

CRD#: 166341

MORELAND, GA

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".

RULE ONE PARTNERS, LLC

RULE ONE FINANCIAL GROUP, LLC | RULE ONE PARTNERS, LLC | RULE ONE FINANICAL GROUP, LLC

CRD#: 166341 / SEC#: 801-114860

RIA

Registered Investment Advisory firm - (3/20/2019 Approved)

California

Registered Investment Advisory firm - (4/27/2019 Terminated)

Iowa

Registered Investment Advisory firm - (3/29/2019 Terminated)

Louisiana

Registered Investment Advisory firm - (3/28/2019 Terminated)

Utah

Registered Investment Advisory firm - (3/28/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/30/2014)

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: 3/17/2014

Uniform Investment Adviser Law Examination

Current Firm

RULE ONE PARTNERS, LLC

RULE ONE FINANCIAL GROUP, LLC | RULE ONE PARTNERS, LLC | RULE ONE FINANICAL GROUP, LLC

CRD#: 166341 / SEC#: 801-114860

RIA

Registered Investment Advisory firm - (3/20/2019 Approved)

California

Registered Investment Advisory firm - (4/27/2019 Terminated)

Iowa

Registered Investment Advisory firm - (3/29/2019 Terminated)

Louisiana

Registered Investment Advisory firm - (3/28/2019 Terminated)

Utah

Registered Investment Advisory firm - (3/28/2019 Terminated)

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Contact information

Main Address

811 Bear Creek Rd, Moreland, GA 30259-2939

Mailing Address

P.o. Box 154, Moreland, GA 30259-0121

Phone number

(855) 687-7853

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 2024 (3/3/2025)

ADV PART 2B - PHIL TOWN (3/3/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 231,385,146

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 B. Town

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Bradley Town's CRS (Customer Relationship Summary).

Certified licenses

Experience

RULE ONE PARTNERS, LLC

Primary Firm SEC Registration

RULE ONE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2014

Current Firm

RULE ONE PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RULE ONE PARTNERS, LLC

TRUST BUT VERIFY

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