Brandon PhillipsCRD Number: 4554888
Current Firm: Riverpoint Capital Management, LLC
Brandon Phillips (CRD# 4554888) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Cincinnati, OH and has over 15 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Riverpoint Capital Management, LLC||Indianapolis, IN||Jun 2014 - Current||3|
|Watermark Wealth Management, LLC||Indianapolist, IN||Jan 2008 - Jun 2014||6|
|Raymond James & Associates||Greenwood, IN||May 2004 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||May 2003|
Total Assets Under Management2,103MILLIONS
Total Number of Accounts2,657ACCOUNTS
Average Account Value$791,410
- A percentage of assets under your management
- 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
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA
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