Phillip Michael Kline is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with STEWARD PARTNERS INVESTMENT ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 2022-05-24 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2021-10-29 | 2022-05-24 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2018-12-26 | 2021-10-22 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2017-11-08 | 2018-12-20 | — |
| USAA FINANCIAL PLANNING SERVICES | 2014-11-21 | 2017-10-31 | — |
| T. ROWE PRICE ADVISORY SERVICES, INC. | 2014-07-10 | 2014-10-30 | — |