Brian Phipps, financial advisor Addison TX
93 score

Brian Phipps

CRD Number: 1983206
Current Firm: Park Avenue Securities LLC

Brian Phipps (CRD# 1983206) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Co Addison, TX Feb 2015 - Current 1
Park Avenue Securities LLC Addison, TX Feb 2015 - Current 1
Phipps Properties Hurst, TX Jan 2014 - Current 2
H.d.vest Advisory Services Irving, TX Feb 2014 - Feb 2015 1
H.d. Vest Investment Services Irving, TX May 2013 - Feb 2015 1
Bma Enterprises Hurst, TX Oct 2012 - Jan 2014 1
H&r Block Irving, TX Jan 2013 - May 2013 < 1
Tim Stark Dallas, TX Jan 2011 - Jun 2012 1
Northwestern Mutual Dallas, TX Sep 2008 - Jan 2011 2
Tait Cruse Dallas, TX Aug 2008 - Jan 2011 2
John M Patison Dallas, TX Sep 2007 - Aug 2008 < 1
Unemployed Hurst, TX Mar 2007 - Aug 2007 < 1
Fidelity Investments Westlake, TX Apr 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2005
S63 Uniform Securities State Law Examination Oct 1989
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Brian G. Phipps
Phone Number: 1-888-600-4667
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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