Phillip Michael Kline
Investment adviser representative at Steward Partners Investment Advisory, LLC
8 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$36.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Steward Partners Investment Advisory, LLCMay 2022 to now
- Steward Partners Global Advisory, LLCMay 2022 to now
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Raymond James Financial Services, Inc.May 2022 to May 2022
- Charles Schwab & Co., Inc.Sep 2021 to May 2022
- Charles Schwab Bank, SsbSep 2021 to May 2022
- Raymond James & Associates, IncDec 2018 to Sep 2021
- Raymond James Financial Services Advisors Inc.Nov 2017 to Dec 2018
- Raymond James Financial Services, Inc.Oct 2017 to Dec 2018
- USAA Financial Advisors, Inc.Oct 2014 to Oct 2017
- USAA Financial Planning ServicesOct 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 6132599
- Firm CRD
- 283004