Phil Anton Email & Phone Number
Senior Investment Advisor
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Phil Anton Location
- Brea, CA, US
Phil Anton Work
- Senior Investment Advisor @ Independent Financial Services Brokerage (August 2016 - Present)
- Senior Financial Advisor @ Independent Brokerage Firm (December 2009 - Present)
- Manager and Senior Investment Advisor @ Financial Services Business (January 1967 - Present)
- Senior Investment Advisor @ Independent Broker Dealer (January 2009 - January 2014)
- Senior Financial Advisor @ (July 2007 - December 2009)
Phil Anton Education
- N.Y. Institute of Finance
Securities Management (Finance)
1967-1969 - New York Institute of Finance
Post Graduate Studies (Investments and Securities)
1967-1969 - Occidental College
AB (Business Administration/Finance)
1963-1967 - Anaheim High School
Phil Anton Skills
- 401k
- 401k Rollovers
- 529 Plans
- Alternative Investments
- Asset Allocation
- Asset Managment
- Bloomberg
- Bonds
- Customer Service
- Equities
- Equity Research
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planners
- Financial Services
- Fixed Annuities
- Fixed Income
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Non-profit Leadership
- Portfolio Management
- Retirement
- Retirement Planning
- Saving for Education
- Securities
- Separately Managed Accounts
- Series 24
- Series 63
- Series 65
- Series 7
- Sports Management
- Stocks
- Strategic Financial Planning
- Uniform Combined State Law
- Valuation
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Phil Anton Summary
- Phil Anton, based in Brea, CA, US, is currently a Senior Investment Advisor at Independent Financial Services Brokerage. Phil Anton brings experience from previous roles at Independent Brokerage Firm, Financial Services Business, Independent Broker Dealer and Wedbush Securities. Phil Anton holds a 1967 - 1969 Securities Management in Finance @ N.Y. Institute of Finance. With a robust skill set that includes 401k, 401k Rollovers, 529 Plans, Alternative Investments, Asset Allocation and more. Phil Anton has 1 emails and 3 mobile phone numbers on RocketReach.
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