Unclaimed Profile

Brian Gordon Philpot

AGAMERICA LENDING, LLC·LAKELAND, Florida

Clean recordAGAMERICA LENDING, LLC

4030 SOUTH PIPKIN RD., LAKELAND, FL 33811CRD# 6098006Firm CRD# 164866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Gordon Philpot · LAKELAND, FL

Registration

CRD #6098006 · AGAMERICA LENDING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Gordon Philpot is a registered financial advisor based in LAKELAND, Florida, affiliated with AGAMERICA LENDING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AGAMERICA LENDING LLC

AUM

$1.8B

Regulatory assets under management

Employees

133

Total firm employees

View all advisors at AGAMERICA LENDING LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6098006

Firm CRD# 164866

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Gordon Philpot offer?

Brian Gordon Philpot specializes in Retirement Planning. Contact their office in LAKELAND, Florida for a consultation.

What are Brian Gordon Philpot's credentials?

Brian Gordon Philpot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Gordon Philpot located?

Brian Gordon Philpot is based in LAKELAND, Florida, working with AGAMERICA LENDING, LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Brian Gordon Philpot charge for services?

Brian Gordon Philpot's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AGAMERICA LENDING, LLC?

AGAMERICA LENDING, LLC has approximately 133 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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