James William Phillips

James William Phillips is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.

Registration history (4)

FirmFromToCurrent
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC2025-04-17presentYes
MORGAN STANLEY SMITH BARNEY LLC2009-06-012025-05-01
CITIGROUP GLOBAL MARKETS INC.2003-03-252009-06-01
PIPER SANDLER & CO.1999-09-172003-03-24

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