Philip
Orwig

Raymond James Financial Services Advisors, Inc

CRD#5802766
Investment Advisor
in Dallas, TX
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About this Advisor

Philip Orwig is a certified financial planner based out of Dallas, Texas, with a total of 14 years in the industry. Orwig currently works for Raymond James Financial Services Advisors, Inc. Throughout their career, Orwig has worked at Lpl Financial, Robinson Engineering Company, Inc, Raymond James Financial Services, Raymond James Financial Services Advisors Inc and Munn & Morris Financial Advisors Inc. Orwig holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Raymond James Financial Services Advisors, Inc is an advisory company headquartered in Dallas, Texas. The firm has offices in 2,040 locations and a total of 5,600 advisors. It oversees $81 billion in total assets across its 280,698 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 100 charities and foundations. Of its 280,698 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely are based on which services the firm provides the client. Fee types billed by Raymond James Financial Services Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

14180 Dallas Parkway Suite 530
Dallas, TX 75254

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Philip Orwig Work History

Philip has 14 years of experience.

2011 - Present (8 years)

Raymond James Financial Services

2011 - Present (8 years)

Raymond James Financial Services Advisors Inc

2011 - Present (8 years)

Munn & Morris Financial Advisors Inc

2010 - 2011 (1 years)

Lpl Financial

2004 - 2010 (6 years)

Robinson Engineering Company, Inc

Disclosures

Philip Orwig has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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