Daniel PhillipsCRD Number: 1888151
Current Firm: Edward Jones
Daniel Phillips (CRD# 1888151) is an Investment Advisor Representative working at Edward Jones in Granbury, TX and has over 28 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Phillips Ray Capital Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Edward D. Jones & Company, LP||Granbury, TX||May 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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