Philip
Alford
Values First Advisors, Inc
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About this Advisor
Philip Alford is a financial advisor based in Johnson City, Tennessee, working with Values First Advisors, Inc. Philip has previously held positions at Edward Jones, The Fastenal Company, Kelly Temp Services, Inc, The Buckle, Inc, The Venue Church, Inc, Hollingsworth Hardwood Floors, William Carey University, Fidelity Investments, and Values First Advisors, Inc. Philip has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Philip is part of Values First Advisors, Inc, which operates out of Johnson City, Tennessee. The firm has 3 offices and 12 employees. The firm manages assets totaling $190.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Values First Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Values First Advisors, Inc Brokerage Details
$190,075,740
12
1,488
$127,739
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Philip Alford Work History
Values First Advisors, Inc
Fidelity Investments
Edward Jones
The Fastenal Company
Kelly Temp Services, Inc
Hollingsworth Hardwood Floors
The Buckle, Inc
The Venue Church, Inc
William Carey University
Disclosures
Please visit the SEC profile of Philip Alford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Values First Advisors, Inc
Johnson City, TN
Johnson City, TN
Johnson City, TN
De Soto, KS
Greenville, IL
Johnson City, TN
Johnson City, TN
Johnson City, TN
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