PD
Phillip Durbin
GENERATIONAL WEALTH DEVELOPMENT
Cameron, MO
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CRD#: 7837655
PD
Professional summary
Phillip Durbin is a registered financial advisor currently at GENERATIONAL WEALTH DEVELOPMENT located in Cameron, Missouri.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Phillip 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.
Name: Durbin Investments Investment-related: Yes Address: 10218 NE 336th St., Cameron MO 64429 Nature: Residential Rental Investments Position: Co-owner and President Start date: 05/2023 Approximate number of hours/month: 1 hours/month Approximate number of hours/month during securities trading hours: 0 hours/month Duties: Developing land to build rental properties on.
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Durbin'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 15, 2024 - Present
GENERATIONAL WEALTH DEVELOPMENT
RIA
CRD#: 329139
Cameron, MO
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
Missouri(2/15/2024)
Current Firm
GW
GENERATIONAL WEALTH DEVELOPMENT
GENERATIONAL WEALTH DEVELOPMENT | GENERATIONAL WEALTH DEVELOPMENT, LLC
CRD#: 329139 / SEC#:
Missouri
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Contact information
Main Address
Cameron, MO
Mailing Address
Phone number
(660) 605-0918
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
