Bancy Philip
Advisor at Soar Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Soar Financial LLC
Location
Alpharetta, GA 30005
Credentials
Series 65
Industry experience
3 years
About
Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.
Client services
Based on Soar Financial LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Soar Financial LLC
Retirement plans for business owners (SEP, solo 401k)
Business sale tax planning
Active portfolio management
Options & derivatives strategies
Wealth management
Fee options
Financial planning fixed fees up to $3,000; ongoing financial consulting fees up to $12,000 annually.
$0 - $25,000: 2.00% annually $25,001 - $1,000,000: 2.00% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.00% annually
Advisor representatives are registered representatives of a broker-dealer and may earn commissions on securities and insurance products.
Location
6495 Shiloh Rd, Suite 220
Alpharetta, GA 30005
Most active in
Bancy P has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Work history
Soar Financial LLC
2023 - Present (3 years)
Cititax Associates
2020 - Present (6 years)
Equifax
2000 - 2020 (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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