Phillip Hettich (CRD# 1671258) is an Investment Advisor Representative working at Edward Jones in Abilene, TX and has over 36 years of experience in the finance industry. Phillip Hettich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3159040
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1513684
Osaic Wealth, Inc.
CRD# 4924792
William Madison Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Feb 2020 - Current | 4 |
| Disability Resources Inc. (dri) | Abilene, TX | Apr 2019 - Current | 5 |
| Raymond James Financial Services, Inc. | Abilene, TX | Aug 2016 - Feb 2020 | 3 |
| First Financial Brokerage Srvcs | Abilene, TX | Aug 2016 - Feb 2020 | 3 |
| Raymond James Financial Services Advisors Inc. | Abilene, TX | Aug 2016 - Feb 2020 | 3 |
| First Financial Bank Na | Abilene, TX | Aug 2016 - Feb 2020 | 3 |
| Cetera Investment Advisers LLC | Abilene, TX | Jan 2014 - Aug 2016 | 2 |
| Cetera Investment Services LLC | St. Cloud, MN | Feb 2000 - Aug 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
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