Phillip B. Kaiser
Professional summary
Phillip Bernard Anthony Kaiser, CFP®, who also goes by Phillip Anthony Kaiser, Phillip Bernard Kaiser, Phillip Kaiser, is a registered financial advisor currently at PK QUANTITATIVE INVESTING, LLC located in Tucson, Arizona.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Phillip has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Bernard Anthony Kaiser's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2021 - Present
PK QUANTITATIVE INVESTING, LLC
Office #1: 6255 N Camino Pimeria Alta Apt 70, Tucson, AZ 85718March 12, 2018 - May 28, 2021
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.
March 25, 2015 - August 14, 2017
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2021)
(2/28/2022)
Current Firm
PK QUANTITATIVE INVESTING, LLC
CRD#: 314655 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 3,991,181 |
Red Flags
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