Christopher PhillipsCRD Number: 5057339
Current Firm: Concourse Financial Group Advisors
Christopher Phillips (CRD# 5057339) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 13 years of experience in the finance industry.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Proequities, Inc.||Birmingham, AL||May 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management4,395MILLIONS
Total Number of Accounts22,138ACCOUNTS
Average Account Value$198,549
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
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