Philip Hans Artmann

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2016 → Present
  Raymond James & Associate, Inc
  Fort Myers, FL

Previous Registrations

• 2014-11-03 → 2016-06-10
  Ubs Financial Services Inc.
  Fort Myers, FL
• 2008-11-24 → 2013-02-19
  Ubs Financial Services Inc.
  Bonita Springs, FL
  Ft. Myers, FL
  Weehawken, NJ
• 2007-04-02 → 2008-11-20
  Morgan Stanley & Co. Llc
  Bonita Springs, FL
• 2006-04-25 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bonita Springs, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-04-22

Other Names

• Philip Artmann
• Philip Hans Artmann
• Philip Artmann