PHILLIP ALBERT LORENZON is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with DUKE AND DUKE WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DUKE AND DUKE WEALTH MANAGEMENT LLC | 2019-06-26 | present | Yes |
| GREAT VALLEY ADVISOR GROUP, LLC | 2017-09-16 | 2018-11-19 | — |
| TLG ADVISORS, INC. | 2017-02-03 | 2017-08-31 | — |
| PRUCO SECURITIES, LLC | 2014-10-08 | 2017-01-11 | — |