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Featured Business Financial Advisor in Jacksonville, FL
Jacksonville Financial Advisors
Investment Management Group
8771 Perimeter Park Court, Suite 103
Jacksonville, FL 32216
(904) 382-4278
“You don't have to be a millionaire to be treated like one!”
Advisor Profile
Philip Detlefs
Name:  Philip Detlefs
Phone Number:  (904) 382-4278
Website:  Visit Website
Disclaimer
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Investment Management Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Investment Management Group or this representative.

About Investment Management Group

I am a Registered Investment Advisor representative and Registered Financial Consultant. I joined the firm in October 2001. Investment Management Group is an INDEPENDENT FAMILY-OWNED firm. I work with my father (who founded the firm in 1994), mother, 2 brothers and brother in-law and several others. As an independent family-owned firm, strive to demonstrate a consistent ability to protect and grow the hard-earned assets of our clients, many of whom have experienced major life changes including retirement, divorce, change of career, bought or sold a business or the loss of a spouse. We help individuals who are looking to save and invest towards retirement. We also advise individuals who have retired and are now in the distribution phase of retirement. We handle IRA rollovers for those who have old 401K or other plans with a previous employer. We believe in a holistic approach to financial planning which will encompass a wide array of investment solutions. We offer recommendations and advice ranging from life insurance to traditional savings accounts to fixed and variable annuities to our own custom mutual fund portfolios that we manage on a fee-based platform. I believe every type of investment option was created for the right person in the right situation. My job is to help individuals find those solutions that fit most appropriately to their particular situation. Come see why working with an INDEPENDENT AND FAMILY-OWNED firm makes a difference.
 

General Information

Gender:    Male
CRD#:    4572116
Firm CRD#:    106594
Name of Broker/Dealer:    PlanMember Securities
States Licensed in:    FL, GA, NY
States Willing to do Business in:    Atlantic Beach,Fernandina Beach,Green Cove Springs,Jacksonville,Jacksonville Beach,Middleburg,Neptune Beach,Orange Park,Penney Farms,Ponte Vedra Beach,Saint Augustine,Saint Johns
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    13
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Education

Academic Background
 
BS, Finance and Marketing - Florida State University
 

Services

Investment Types:    Annuities, Stocks, Bonds, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC)
Securities Licenses:    Series 65, Series 7, Series 63
Insurance and Annuity Licenses:    Health, Annuity, Life
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets, Commissions
Additional Details on Charges:    Fees vary from commission-based to fee-based depending on the individual's financial situation.
 
 
 
Prepared By: Philip Detlefs

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