Philip Burdette Francois
Investment adviser representative at Nectarine
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Philip Burdette Francois? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
11 years in the industry.
- NectarineApr 2024 to now
- Nectarine Financial, Inc.Apr 2024 to now
- Kaplan North America, LLCMar 2023 to now
- Foundation Wealth Planning LLCDec 2020 to now
- Altruvista, LLCJul 2023 to May 2024
- Next Move Inc.May 2021 to Apr 2023
- SelectquoteSep 2020 to May 2021
- Edward JonesFeb 2015 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Nectarine
Legal name: Nectarine Financial, Inc.
$0Assets managed
3,210Clients
22Advisers
3 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
- 6432808
- Firm CRD
- 327155