John Phillips, financial advisor Centennial CO
90 score

John Phillips

CRD Number: 3186411
Current Firm: Householder Group Estate & Retirement Specialists

John Phillips (CRD# 3186411) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Centennial, CO and has 1 year of experience in the finance industry. John Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Centennial, CO Nov 2013 - Current 3
Householder Group Estate & Retirement Specialists Centennial, CO Nov 2013 - Current 3
Securities Service Network, Inc. Centennial, CO Jul 2009 - Nov 2013 4
J.r. Phillips & Associates Englewood, CO Feb 1996 - Nov 2013 17
Sage Point Centennial, CO Feb 2009 - Jul 2009 < 1
Multi-financial Securities Corporation Denver, CO Feb 1999 - Feb 2009 10

John Phillips has no recent exams reported.
Contact Info for John R. Phillips
Phone Number: 602-604-0600
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    2,316
    ACCOUNTS
  • Average Account Value
    $206,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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