Philip James Imhoff
Financial advisor at Primerica Advisors
At a glance
Services through Primerica Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowPFS Investments Inc.Current firm
Questions to ask Philip
Tailored to Philip’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Philip
How do I contact Philip?
Call Primerica Advisors at 833-786-0550 and ask for Philip James Imhoff. Philip works from the Burbank, CA office.
How long has Philip been a financial advisor?
Philip has been in the industry since 1995, about 31 years. Top 14% by experience nationwide.
What licenses does Philip hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Philip a fiduciary?
Philip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Philip paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Philip for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.