Phillip Jared Niblo
Investment adviser representative at Advisory Services Network
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.6BFirm 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
Experience
11 years in the industry.
- Advisory Services Network LLCFeb 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2026
- Flc Capital AdvisorsSep 2023 to Feb 2026
- Securities America, Inc.Sep 2023 to Jun 2024
- Raymond James & Associates. Inc.Jan 2022 to Sep 2023
- Bank of America, N.A.Dec 2015 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2015 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 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
- 6729172
- Firm CRD
- 146051