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Inactive

Phillip Charles Anderson

Captrust

Birmingham, AL

CRD 1370143

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2020-03-09
  • AL RA
    APPROVED
    Since 2020-03-09

Branch Locations

Birmingham, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Welch Hornsby & Welch, Inc. Montgomery AL 03/1999 02/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 02/2020 Present
  • 03/1999 → 02/2020
    Welch Hornsby & Welch, Inc.
    Montgomery, AL
  • 02/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 1999-07-21 → 2020-05-22
    Welch Hornsby, Inc.
    Birmingham, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-07-01
  • S63 Uniform Securities Agent State Law Examination
    1986-07-01
Other Names
  • Phil Anderson

View on SEC IAPD

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