Philip Thomas Alford
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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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
- Portfolio management
Experience
10 years in the industry.
- FacetAug 2026 to now
- The O.N. Equity Sales CompanyJun 2025 to Aug 2026
- Edward JonesApr 2025 to Jun 2025
- Values First Advisors IncFeb 2023 to Apr 2025
- Fidelity InvestmentsMay 2020 to Dec 2022
- Edward JonesMar 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
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
- 6622770
- Firm CRD
- 285961