Unclaimed Profile

Phillip Ray Denney

HALBERT WEALTH MANAGEMENT, INC.·AUSTIN, Texas

Series 7, Series 63, Series 65Clean record26 years registeredHALBERT WEALTH MANAGEMENT, INC.

9433 BEE CAVE RD, AUSTIN, TX 78733CRD# 2521046Firm CRD# 108294

Profile Verification

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

Identity

Phillip Ray Denney · AUSTIN, TX

Registration

CRD #2521046 · HALBERT WEALTH MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALBERT WEALTH MANAGEMENT, INC.

HALBERT WEALTH MANAGEMENT, INC

Sep 2025 – Jan 2026

Sherwood, AR

WORLD INVESTMENT ADVISORS, LLC

Dec 2022 – Dec 2025

Sherwood, AR

HALBERT WEALTH MANAGEMENT, INC

Nov 1999 – Feb 2023

Sherwood, AR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 16, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALBERT WEALTH MANAGEMENT, INC.

CRD 108294 · SEC 801-55411

AUM

$69M

Regulatory assets under management

Employees

258 client accounts

Services offered by HALBERT WEALTH MANAGEMENT, INC.

Per Form ADV

Selection of other advisers

Security ratings or pricing services

View all advisors at HALBERT WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Phillip Ray Denney offer?

Phillip Ray Denney specializes in Wealth Management, Fee-Only Advisory.

What are Phillip Ray Denney's credentials?

Phillip Ray Denney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Ray Denney located?

Phillip Ray Denney is based in AUSTIN, Texas, last registered with HALBERT WEALTH MANAGEMENT, INC..

How does Phillip Ray Denney charge for services?

Phillip Ray Denney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALBERT WEALTH MANAGEMENT, INC.?

HALBERT WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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