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Calan Richard Philbrook is a financial advisor professional located in Yarmouth Port, MA. They specialize in financial advisory. With over 16 years of experience, they bring deep expertise to every client.
Calan Richard Philbrook - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Calan Richard Philbrook is a financial advisor with Edward Jones in Yarmouth Port, Massachusetts. With 16 years in the financial services industry, he brings substantial experience to client relationships. His FINRA CRD registration indicates he operates under the regulatory framework of the Financial Industry Regulatory Authority, which oversees securities professionals. Edward Jones is a full-service brokerage firm offering investment advisory, retirement planning, and wealth management services to individual and institutional clients across the country.
Calan Richard Philbrook holds a FINRA CRD (Central Registration Depository) registration, which means he is registered with the Financial Industry Regulatory Authority as a securities professional. This registration requires compliance with FINRA rules and regulations, ongoing continuing education requirements, and background checks. The CRD credential signals that he is authorized to engage in securities transactions and investment advice under federal oversight. Clients working with a FINRA-registered advisor have access to FINRA's dispute resolution processes and can verify his registration status through FINRA's public database.