Phillip Carrell, financial advisor Hobbs NM
90 score

Phillip Carrell

CRD Number: 6084092
Current Firm: Securities America Advisors, Inc.

Phillip Carrell (CRD# 6084092) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hobbs, NM and has over 4 years of experience in the finance industry.

Similar Advisors
James Allen, financial advisor Hobbs NM
James R. Allen
CRD# 4741353
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
93
Similar Advisors
Barry Lovejoy, financial advisor Hobbs NM
Barry M. Lovejoy
CRD# 2201606
Edward Jones
Score
93
Similar Advisors
John Manseau, financial advisor Hobbs NM
John E. Manseau
CRD# 4155372
Edward Jones
Score
93
Company Name Location Dates Years
Securities America Advisors Hobbs, NM Nov 2015 - Current 1
Securities America Inc. Hobbs, NM Nov 2015 - Current 1
Edward Jones St Louis, MO Jun 2012 - Nov 2015 3
Carlsbad Chevrolet Carlsbad, NM Feb 2011 - Jun 2012 1
Phil Carrell Chevrolet Carlsbad, NM May 1989 - Feb 2011 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Phillip H. Carrell
Phone Number: 402-399-9111
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from Phillip Carrell and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.