Philip B. Francois
Professional summary
Philip Burdette Francois, CFP®, who also goes by Phil Francois, Philip Francois, is a registered financial advisor currently at FOUNDATION WEALTH PLANNING located in Salina, Kansas and NECTARINE located in Salinas, Kansas.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Philip has worked at 3 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 Philip Burdette Francois's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
June 24, 2021 - Present
FOUNDATION WEALTH PLANNING
Office #1: 250 N Santa Fe Suite E, Salina, KS 67401April 9, 2024 - Present
NECTARINE
February 23, 2015 - September 18, 2020
EDWARD JONES
February 4, 2015 - September 18, 2020
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2025)
(6/24/2021)
(4/9/2024)
Exams
Current Firm
FOUNDATION WEALTH PLANNING
CRD#: 313197 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 4,940,000 |
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.
