Philip Thomas Alford

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 05/2020
  Edward Jones
  St Louis, MO
• 05/2020 → 12/2022
  Fidelity Investments
  Johnson City, TN
• 02/2023 → 04/2025
  Values First Advisors Inc
  Johnson City, TN
• 04/2025 → 06/2025
  Edward Jones
  St Louis, MO
• 06/2025 → 08/2026
  The O.N. Equity Sales Company
  Cincinnati, OH
• 08/2026 → Present
  Facet
  West Palm Beach, FL

Previous Registrations

• 2025-06-30 → 2026-08-06
  On Investment Management Co
  Blountville, TN
• 2025-04-21 → 2025-06-23
  Edward Jones
  Elizabethton, TN
• 2023-02-14 → 2025-04-21
  Values First Advisors, Inc.
  Johnson City, TN
• 2020-06-30 → 2022-12-07
  Fidelity Personal And Workplace Advisors
  Johnson City, TN
• 2016-06-06 → 2020-05-14
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO
  Morganton, NC
  Hattiesburg, MS
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2025-05-16

Designations

• Certified Financial Planner

Other Names

• Philip T Alford
• Philip Alford
• Philip Thomas Alford