Ronald Phillis (CRD# 2931332) is an Investment Advisor Representative working at Ivernia Capital, LLC in Bigfork, MT and has over 13 years of experience in the finance industry.
CRD# 4005957
Ip Financial Advisory Services LLC
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ivernia Capital, LLC | Marina Del Ray, CA | Jun 2018 - Current | 5 |
| Laurel Wealth Advisors | La Jolla, CA | Oct 2015 - Jul 2018 | 2 |
| Ubs Financial Services | Burbank, CA | May 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- CA
- MT
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts49ACCOUNTS
-
Average Account Value$796,434
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, MT
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