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Brian Gordon Philpot

AGAMERICA LENDING, LLC·LAKELAND, Florida
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4030 SOUTH PIPKIN RD., LAKELAND, FL 33811CRD# 6098006Firm CRD# 164866
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AGAMERICA LENDING LLC
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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6098006
Firm CRD# 164866
No disclosures on file
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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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