Philip Edwin Smith
Investment Adviser Representative at SALIENT WEALTH PLANNING
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Philip Edwin Smith has worked in the securities industry since 2000. They are registered to provide investment advisory services in Arizona, California, and New Mexico.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Firm-stated minimum; may be waived at the firm's discretion.
Salient Wealth Planning Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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2 other advisors in the directory
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