Name variants:
T Boggess
Last updated Jun 19, 2024
Contact Information
Workplace
Financial Advisor
Birmingham, AL
Industry
Financial Services, Finance and Insurance, Security, Commodity Contracts and Similar Activity, Other Financial Investment Activities, Securities Broker/dealer, Broker/dealer-Securities, Insurance Agent/Broker Legal Services Office
Colleagues
Work History
Financial Advisor
2801 Highway 280 south, Birmingham, AL 35223
ProEquities, Inc., is a service and growth-oriented broker-dealer founded in 1985 for independent registered representatives and financial advisors throughout the 50 states. ProEquities focu...
Jan 1, 2013 — Mar 2018
President of the Chicago Area Chapter
3914 Murphy Canyon Rd SUITE A125, San Diego, CA 92123
PROVIDING FINANCIAL EDUCATION, ACROSS AMERICA
ONE COMMUNITY AT A TIMEInteractive Seminars at Companies, Churches and Organization
We Come to You!Free Workshops with Absolutely No SellingI...
from Jan 1, 2015
Financial Advisor and Agent
101 Centerpoint Dr SUITE 208, Middletown, CT
Futurity First is an independent, nationwide insurance distribution organization specializing in retirement income and insurance protection solutions.Planning for "today's needs and tomorrow...
from Jan 2013
Financial Advisor and Financial Planning Specialist
501 Boylston St, Boston, MA 02116
Jul 2008 — Dec 2012
Financial Advisor
Mr. Boggess educates, empowers and leads his clients to help reduce the stress they have in their lives by addressing potential risks the clients have or may have in their lives. His approac...
from Nov 2008
Sports Agent and Manager
Agent / Manager for athletes. (Some work also performed at Office of T. Phillip Boggess)
Recruited clients and serviced them by drafting and negotiating contracts, resolving disputes betwe...
Feb 1999 — Mar 2002
Agent and Manager
Most of the work was representing, entertainers, musicians, models and actors/actresses. Some sports work done through this business and some through Square 1 Elite Sports Management Represe...
Feb 1999 — Mar 2002
Senior Attorney Editor
3 Times Sq, New York, NY 10036
Wrote, edited, updated, and managed products to create and improve research materials for attorneys. Developed and monitored our team budget and acted as the point person on the team. Key pe...
Apr 1997 — Nov 2001
Legal Temporary Employee
Illinois
Researched and prepared memorandum and motions, prepared documents for discovery, built and maintained client files.
Sep 1996 — Apr 1997
Attorney
Worked with clients to help create solutions to their current and future legal concerns in the areas of family law, bankruptcy, probate, debtor/creditor, tax, and real estate. Daily activiti...
Dec 1996 — Apr 1997
Attorney
My goal for my law firm is to educate all clients and help them take the necessary steps to plan and manage events today to help regulate some of the uncertainty of the future. Areas of pra...
from Nov 1996
Research Assistant
Researched properties and the priority of liens to advise investors as to the likelihood of payment of the delinquent tax liens and provide the greatest return on investment.
May 1995 — Aug 1995
Research Assistant
2507 University Ave, Des Moines, IA 50314
Created arguments for Professor Monroe to use when he went to discuss with Congress some proposed changes to IRC § 6672 to improve the length of time these cases were taking in the courts an...
May 1995 — Aug 1995
Judicial Clerk
Researched the issues before the court prepared memoranda and proposed opinions for Judge Hill.
May 1995 — Aug 1995
Department Manager
Managed the photomechanical department consisting of about seven employees providing service to the walk-in customers and managing workflow.
May 1992 — Aug 1993
Education
2018 — 2019
1993 — 1996
1989 — 1993
1985 — 1989
Occupations
Financial Broker
Financial Consultant
Health Specialist
Certified Nurse Aide
Advisor
Accountant
Finance and Accounting Specialist
Executive
Chairperson
Financial Services Professional
Financial Services Sales Agent
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Estate Planning
Asset Protection
Retirement Planning
401K Rollovers
Investments
401K
Wealth Management
Retirement Plan Consulting
Strategic Financial Planning
Insurance
Small Business
Fixed Annuities
Disability Insurance
Pensions
Defined Benefit
Series 7
Wealth
Series 63
Estate Law
Legal Writing
Buy Sell Agreements
Employee Benefits
Financial Planners
Wealth Management Services
Financial Services
Iras
Securities
Mutual Funds
529 Plans
Term Life Insurance
Life Insurance
Long Term Care Insurance
Finra
Wealth Accumulation
Long Term Care
Series 65
Variable Annuities
Health Insurance
Roth Ira
Universal Life
Income Protection
Whole Life
Financial Goals
Qualified Retirement Plans
Uniform Combined State Law
Financial Advisory
Erisa
Wealth Preservation Planning
Finance
Retirement
FAQs about T Phillip Boggess
What's the main profession of T Phillip Boggess?
This professional's job is Financial Advisor
What jobs is T Phillip Boggess a professional at?
T is a professional such jobs as Financial Broker and Financial Consultant.
Where does T Phillip Boggess live?
Chicago, Illinois is the place where T Phillip Boggess currently lives
Where did T Phillip Boggess work?
The professional worked at Proequities, Inc., The Society For Financial Awareness.
Where has T Phillip Boggess studied?
T studied at the Drake University from 2018 to 2019.
What languages does T Phillip Boggess speak?
T Phillip Boggess speaks English.
What is the industry that T Phillip Boggess is connected to?
This person works in Financial Services industry.
What are special skills of T Phillip Boggess?
This professional has skills in the following areas: Estate Planning, Asset Protection, Retirement Planning, 401K Rollovers, Investments, 401K, Wealth Management, and Retirement Plan Consulting.