Philip Salvador has held the title Member at MPS-Loria Financial Planners,llc since August 1999, is a control person of the firm and directly owns between 10% and 25% of it.
MPS-Loria Financial Planners,llc is a Burr Ridge, IL firm with $827M under management, 679 clients and 5 advisers in one office, as of its February 2026 filing.
- – · 21 yearsBurr Ridge, IL · Adviser representative · Firm CRD 122866
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Philip Alan Salvador
- CRD
- 4060298
- Firm
- MPS-Loria Financial Planners,llc · CRD 122866
- Role
- Member
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Philip Salvador work?
Philip Salvador has held the title Member at MPS-Loria Financial Planners,llc since August 1999, and is a control person of the firm.
Does Philip Salvador have a current investment-adviser registration?
Philip Salvador has no current investment-adviser or broker registration.
What exams has Philip Salvador passed?
Philip Salvador passed the Series 65 in May 2002.
Where was Philip Salvador previously registered as an investment adviser?
Philip Salvador has past investment-adviser registrations through MPS-Loria Financial Planners,llc, May 2002 to April 2024, across 1 firm.
Is Philip Salvador registered with FINRA?
No. Philip Salvador has no current broker registration.
How can I verify Philip Salvador’s record?
Search CRD 4060298 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Salvador’s full registration record.
