BP
Bancy Philip
SOAR FINANCIAL LLC
ALPHARETTA, GA 30005
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CRD#: 7692132
BP
Professional summary
Bancy Philip is a registered financial advisor currently at SOAR FINANCIAL LLC located in Alpharetta, Georgia.
Bancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bancy 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.
CITITAX ASSOCIATES; INV REL; PARTNER/CPA; TAX AND ACCOUNTING SERVICES; ALPHARETTA, GA; 180 HRS/MO SPENT IN THIS PRACTICE; START 06/2020.
CRS (Client Relationship Summary) - RIA
Click below to view Bancy Philip'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®
NoneExperience
Current
February 13, 2023 - Present
SOAR FINANCIAL LLC
Office #1: 6495 Shiloh Rd Suite 220, Alpharetta, GA 30005RIA
CRD#: 309772
ALPHARETTA, GA
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(2/13/2023)
IAR
Texas(5/17/2024)
Current Firm
SF
SOAR FINANCIAL LLC
J MARTIN FINANCIAL SERVICES | SOAR WEALTH MANAGEMENT | SOAR INVESTING & TAXES LLC | SOAR INVESTING & TAXES | SOAR FINANCIAL LLC | RETIREMENT PLAN ADVISORS LLC | RETIREMENT PLAN ADVISORS
CRD#: 309772 / SEC#:
Florida
Registered Investment Advisory firm - (7/29/2021 Approved)Georgia
Registered Investment Advisory firm - (7/23/2021 Approved)Kentucky
Registered Investment Advisory firm - (11/24/2020 Approved)Louisiana
Registered Investment Advisory firm - (7/12/2021 Approved)Maryland
Registered Investment Advisory firm - (2/2/2023 Approved)Tennessee
Registered Investment Advisory firm - (8/7/2020 Approved)Texas
Registered Investment Advisory firm - (8/10/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2602 Merchants Walk Suite A, Murfreesboro, TN 37128
Mailing Address
Phone number
(615) 410-9267
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 209 |
| AUM (Assets Under Management) | $ 28,200,000 |
Red Flags
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