Philip Allan Byers
Investment adviser representative at Gimbal Financial, LLC
17 yearsExperience
2 statesRegistered in
$290MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Gimbal Financial, LLCJan 2023 to now
- Phil Byers, LLCJun 2013 to now
- Bsh FinancialOct 2009 to now
- Raymond James Financial ServicesOct 2009 to now
- Raymond James Financial Services Advisors, IncOct 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Gimbal Financial, LLC
$290MAssets managed
388Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4744380
- Firm CRD
- 159003