Broker Check
Phillip Epting

Phillip has over six years of experience in the financial services and insurance industries and he holds Series 7 and Series 66 securities registrations with First Allied Securities, Inc. and is an Investment Advisor Representative with First Allied Advisory Services, Inc.

Phillip is also a CERTIFIED FINANCIAL PLANNER®

Phillip focuses on building strong relationships and sculpting personalized financial plans to meet clients ever changing wants and needs.  His concentrated focus is on investments, accumulation and retirement planning and tax efficiencies.

Phillip holds a Bachelor of Business Administration, Concentrations in Finance and Economics, University of North Carolina at Wilmington.