Phillip  Sorum

Phillip Sorum

LPL Financial Advisor

Designations: WMS™, AAMS™

I had always been the type of person that was determined not to follow in his dad’s footsteps. This wasn’t anything against my dad; I simply wanted to walk my own path. However, after years of watching my father have a positive impact on his clients’ lives while treating them with the utmost respect and conducting business in an ethical way, I knew I HAD to be in financial services! Since then, I haven't looked back.

I attended The University of Alabama where I graduated in May of 2022. While in school, I achieved a double major in Finance and Economics with a minor in Personal Wealth Management and made the dean's list every semester.

I hold the series 7 and 66 through LPL Financial and have life, health, and variable products and property & casualty insurance licenses. I have also begun earning letters behind my name! I now have two designations! The first being the Wealth Management Specialist™ designation and the second being the Accredited Asset Management Specialist™ designation. Both are awarded by The College for Financial Planning - A Kaplan Company! As I accumulate the required work experience, I look to add more designations behind my name.

My life experiences, my business studies, and my faith have created a firm foundation on which I can continue to build and grow. It will all be used to serve my clients in the best way possible as I continuously grow in my career.