Barry Phillips (CRD# 4822215) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Morton, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Aug 2021 - Current | 2 |
| Knights Of Columbus | Morton, PA | Nov 2020 - Current | 3 |
| Lincoln Investment Planning, LLC | Fort Washington, PA | Mar 2019 - Current | 5 |
| Phillips Insurance And Financial Services | Morton, PA | Jul 2017 - Nov 2020 | 3 |
| Phillips Insurance And Financial Services | Morton, PA | Jul 2017 - Mar 2019 | 1 |
| American National Life Insurance | Morton, PA | Jul 2017 - Apr 2018 | < 1 |
| Foresters Equity Services, Inc. | San Diego, CA | Jan 2016 - Jul 2017 | 1 |
| Park Avenue Securities LLC | Wayne, PA | Jul 2014 - Jan 2016 | 1 |
| Guardian Life Insurance Co | Wayne, PA | Jun 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- PA
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Total Assets Under Management27,243MILLIONS
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Total Number of Accounts3,799ACCOUNTS
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Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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