Barry Phillips, financial advisor Alpharetta GA
90 score

Barry Phillips

CRD Number: 5890156
Current Firm: The Mutual Fund Store

Barry Phillips (CRD# 5890156) is an Investment Advisor Representative working at The Mutual Fund Store in Alpharetta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC Overland Park, KS Jun 2015 - Current 1
The Mutual Fund Store-georgia, LLC Overland Park, KS Dec 2012 - Aug 2015 2
Self Employed Suwanee, GA Oct 2012 - Nov 2012 < 1
Bank Of America Na Alpharetta, GA Feb 2011 - Sep 2012 1
Merrill Lynch Alpharetta, GA Jan 2011 - Sep 2012 1
Barry H. Phillips Esq Mineola, NY Jan 2001 - Jan 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Barry H. Phillips
Phone Number: 913-319-8100
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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
90
Clean Record
This advisor has a clean track record with regulators.

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