Phillips Capital Advisors, Inc.
Phillips Capital Advisors, Inc. (CRD# 115758) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $588,585,326 in 646 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management589MILLION
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Total Number of Accounts646ACCOUNTS
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Average Account Value$911,123
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, LA, NM, OK, TX
Tami Bearden (CRD# 4804140) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Patricia Burrus (CRD# 2066664) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 29 years of experience in the finance industry.
Adam Christensen (CRD# 6341734) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry.
Karen Coker (CRD# 2731928) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 23 years of experience in the finance industry.
Eric Davis (CRD# 4184029) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Duncan, OK and has over 23 years of experience in the finance industry.
Jean Haas (CRD# 5904783) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 12 years of experience in the finance industry.
Terry Holcomb (CRD# 1618936) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 37 years of experience in the finance industry.
William Hughes (CRD# 6153983) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 11 years of experience in the finance industry.
Damon Moran (CRD# 3245855) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry.
Antonio Pacheco (CRD# 4499032) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Rio Rancho, NM and has over 22 years of experience in the finance industry.