Philip Benavides (CRD# 6047700) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Brentwood, TN and has over 11 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hendersonville, TN | Feb 2015 - Current | 9 |
| Bank Of America, N.a. | Hendersonville, TN | Feb 2015 - Current | 9 |
| First Tennessee | Nashville, TN | Jan 2015 - Jan 2015 | < 1 |
| Edward Jones | St Louis, MO | Nov 2014 - Jan 2015 | < 1 |
| Ubs Financial Services Inc. | Nashville, TN | Mar 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- TN
- TX
-
Total Assets Under Management22,024MILLIONS
-
Total Number of Accounts49,099ACCOUNTS
-
Average Account Value$448,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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