John Phillips, financial advisor Des Moines IA
90 score

John Phillips

CRD Number: 6007336
Current Firm: Voya Financial Advisors, Inc.

John Phillips (CRD# 6007336) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Des Moines, IA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Des Moines, IA Sep 2014 - Current 2
Prisma Financial Des Moines, IA May 2014 - Current 2
Ing Financial Partners Des Moines, IA May 2014 - Sep 2014 < 1
Visionpoint Advisory Group West Des Moines, IA Oct 2013 - May 2014 < 1
Lpl Financial, LLC West Des Moines, IA Sep 2013 - May 2014 < 1
Securian Financial Services, Inc. West Des Moines, IA Dec 2011 - Sep 2013 1
Merit Resources Des Moines, IA Jan 2006 - Dec 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for John R. Phillips
Phone Number: 1-800-356-2906
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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

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