Devon T Philip

Current Employers

Employment History

• 05/2016 → 05/2018
  Full Time Student
  Gainesville, FL
• 05/2018 → 07/2018
  Fidelity Investments
  Merrimack, NH
• 01/2019 → 12/2019
  Professional Selling/Uf Course
  Gainesville, FL
• 01/2018 → 12/2019
  Uf Heavener School Of Business
  Gainesville, FL
• 01/2020 → 03/2023
  Philip Financial Group
  Fort Myers, FL
• 03/2023 → 01/2024
  Principal Life Insurance
  Fort Myers, FL
• 03/2023 → Present
  Principal Securities Inc
  Fort Myers, FL
• 05/2023 → Present
  Bfs, Llc Dba Philip Financial Group
  Fort Meyers, FL
• 01/2020 → Present
  Philip Financial Group
  Bonita Springs, FL

Other Businesses

**INSURANCE POSITION: 2-15 Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 172 SECURITIES TRADING HOURS: 8 START DATE: 01/14/2020 ADDRESS: 12670 New Brittany Blvd. Suite 203, Fort Myers FL 33907, United States DESCRIPTION: The OBA is ran under the approved dba, Philip Financial Group. It is for health, life, and annuities functions but mainly for employee benefits. This is where we consult with small, medium, and large businesses to quote and advise for companies employee benefits. This includes health, dental, vision, life, LTD, STD, etc. **INSURANCE / Philip Financial Group (DBA) POSITION: Financial Advisor NATURE: Philip Financial Group (DBA) does employee benefits for small, medium, and large businesses. We act as a broker for our business clients and offer them health, dental, vision, life, LTD/STD, P&C, and payroll services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 520 SECURITIES TRADING HOURS: 420 START DATE: 01/14/2020 ADDRESS: 9001 Highland Woods Blvd., Suite #2, Bonita Springs FL 34135, United States DESCRIPTION: I operate as an account manager for our employee benefit clients. I advise the small, medium, or large business on the type of benefits that would be in their best interest then I offer solutions to install these benefits through contracted insurance carriers. I service the groups throughout the year offering claims help, care coordination, or financial help through my securities licensing and contracts with PFN. I also help individual with individual insurance needs through the marketplace using ACA plans. I also help Medicare clients with Medicare supplements.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-15

Other Names

• Devon Philip