Phillip Monroe is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with ALLWORTH FINANCIAL, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | 2024-11-05 | present | Yes |
| LPL FINANCIAL LLC | 2024-01-04 | 2024-10-23 | — |