Phillip Stephen Mahoney

Current Employers

Employment History

• 03/2006 → Present
  Lpl Financial, Llc
  Reno, NV
• 09/2017 → 05/2023
  Legacy Wealth Planning
  Reno, NV
• 05/2023 → Present
  Mariner Independent Advisor Network
  Overland Park, KS

Previous Registrations

• 2017-10-02 → 2023-12-04
  Legacy Wealth Planning, Llc
  Reno, NV
• 1999-09-07 → 2006-03-23
  Rbc Capital Markets, Llc
  Reno, NV

Other Businesses

1.02/14/2006; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Legacy Wealth Planning; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.03/30/2006; Phillip S. Mahoney, Inc; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.04/26/2010; Legacy Wealth Planning; Non-Variable Insurance DBA; Not Investment Related; ; Start Date ; hrs/mth; hrs during trading 4.09/09/2014; CMMP LLC; Real Estate Rental; Investment Related; 10599 Double R Blvd. Reno,NV; Start Date 03/14/2006; 1hrs/mth; 0hrs during trading 5.07/28/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 05/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-24
• S63 Uniform Securities Agent State Law Examination
  1994-09-13

Designations

Other Names

• Phillip S Mahoney