Philip G. Nisonger

SAFE MONEY

San Jose, CA 95125

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CRD#: 802825

Professional summary

Philip George Nisonger, who also goes by Phillip George Nisonger, is a registered financial advisor currently at SAFE MONEY INC. located in San Jose, California.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Philip has worked at 10 firms and has passed the Series 63, SIE, Series 1, Series 24 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phillip George Nisonger

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.

Anomalous Business Systems Inc~'NIR'~1515 Lincoln Ave~ ~San Jose~CA~95125~Tax Preparation/Accounting~Owner/Sole Proprietor~8/1998~80hrs~40hrs~Offers tax accounting and real estate agent services for my clients~~HD Vest Insurance Agency Inc~'NIR'~6333 North State Hwy 161~ ~Irving~TX~75038~Independent Insurance Agent~Insurance Sales Agent~11/2016~40hrs~20hrs~Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip George Nisonger'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

January 5, 2017 - Present

SAFE MONEY INC.

Office #1: 1515 Lincoln Ave, San Jose, CA 95125

RIA

CRD#: 285163

San Jose, CA

Past

December 20, 2016 - January 26, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

San Jose, CA

Past

January 4, 2002 - August 15, 2016

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

SAN JOSE, CA

Past

January 2, 2002 - August 15, 2016

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

SAN JOSE, CA

Past

December 15, 1997 - December 31, 2001

FOOTHILL SECURITIES, INC.

CRD#: 1027

SANTA CLARA, CA

Past

February 1, 1994 - December 15, 1997

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

January 9, 1989 - January 21, 1994

BUTTONWOOD SECURITIES, INC.

CRD#: 18420

NEW YORK, NY

Past

June 24, 1986 - January 6, 1989

CORNWALL SECURITIES, INC.

CRD#: 8334

GREAT NEC, NY

Past

March 15, 1982 - August 8, 1986

TO-IT, LTD.

CRD#: 10387

Past

January 24, 1975 - February 10, 1982

CABOT-MEYERS FINANCIAL GROUP

CRD#: 1615

Past

November 12, 1974 - October 17, 1976

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

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

California
(1/5/2017)

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

Series 63

Date: 8/22/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 11/7/1974

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/9/1998

General Securities Principal Examination

Principal/Supervisory Exam

Series 39

Date: 2/11/1982

Direct Participation Programs Principal Examination

Current Firm

SAFE MONEY INC.

ANAMOLUS BUSINESS SYSTEMS | SAFE MONEY INC. | ANOMALOUS BUSINESS SYSTEMS, INC. | ANOMALOUS BUSINESS SYSTEMS, INC | ANAMOLUS BUSINESS SYSTEMS, INC.

CRD#: 285163 / SEC#:

California

Registered Investment Advisory firm - (1/1/2017 Approved)

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Contact information

Main Address

1515 Lincoln Ave, San Jose, CA 95125

Mailing Address

Phone number

(408) 286-8483

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 22,500,223

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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Advisor Monitoring

Firm Stability Insights

Philip G. Nisonger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip George Nisonger's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

FOOTHILL SECURITIES, INC.

SECURITIES AMERICA, INC.

BUTTONWOOD SECURITIES, INC.

CORNWALL SECURITIES, INC.

TO-IT, LTD.

CABOT-MEYERS FINANCIAL GROUP

HIMCO DISTRIBUTION SERVICES COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 8/22/1995

SIE

Date: 1/26/2017

Series 1

Date: 11/7/1974

Series 24

Date: 7/9/1998

Series 39

Date: 2/11/1982

Current Firm

SAFE MONEY INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAFE MONEY INC.

TRUST BUT VERIFY

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