PP
Phillip Plant
from Herndon Plant Oakley Ltd
Phillip Plant is a financial advisor based in Texas, Corpus Christi,
with 14 years of experience. Phillip currently works for
Herndon Plant Oakley Ltd.
Phillip maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Phillip Plant works at Herndon Plant Oakley Ltd
Herndon Plant Oakley Ltd is a financial advisory firm based in Corpus Christi, Texas. It currently has approximately $69,826,653 of assets under management and employs about 5 people. Herndon Plant Oakley Ltd uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
800 N. Shoreline Blvd, Suite 2200 South, Corpus Christi, Texas, 78401
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