Sorsby Financial
47yrs
Top advisor by experience in Bonita Springs
2yrs
Devon Philip is a fiduciary financial advisor in Bonita Springs, Florida, with 2 years in the industry. Devon joined Principal Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Principal Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 161 advisors with offices in Bonita Springs, and one of 144 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office9001 Highland Woods Blvd Suite 2, Bonita Springs, FL 34135
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowPrincipal Securities, Inc.Current firm
Contact Devon
(888) 774-6267Firm headquarters in Des Moines, IA. Ask for Devon. 9001 Highland Woods Blvd Suite 2Bonita Springs, FL 34135Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Devon
How do I contact Devon?
Call Principal Securities at (888) 774-6267 and ask for Devon Philip. Devon works from the Bonita Springs, FL office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Devon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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