Kari Phillips (CRD# 4619341) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, VT and has over 16 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Advisors In Financial Planning | Burlington, VT | Dec 2020 - Current | 3 |
Hickok & Boardman Capital Management | Burlington, VT | Jan 2020 - Current | 4 |
Raymond James Financial Services Advisors, Inc. | Burlington, VT | Jan 2009 - Current | 15 |
Raymond James Financial Services, Inc. | Burlington, VT | Jun 2006 - Current | 17 |
Advisors In Financial Planning | Burlington, VT | Dec 2007 - May 2022 | 14 |
Hickok & Boardman Financial Planning | Burlington, VT | Oct 2002 - Jan 2020 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- TX
- VT
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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