Madison Phillips (CRD# 7255307) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hurst, TX and has over 2 years of experience in the finance industry.
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Hurst, TX | Dec 2020 - Current | 3 |
| San Luis Resort - Grotto | Galveston, TX | May 2021 - Jul 2021 | < 1 |
| Stephen F. Austin State University | Nacogdoches, TX | Oct 2020 - May 2021 | < 1 |
| Stephen F. Austin State University | Nacogdoches, TX | Aug 2018 - May 2021 | 2 |
| Ameriprise Financial Services, LLC | Hurst, TX | May 2020 - Aug 2020 | < 1 |
| Urban Air Trampoline Park | Dallas, TX | Feb 2018 - Aug 2019 | 1 |
| Stephen F. Austin State University | Nacogdoches, TX | Jan 2019 - May 2019 | < 1 |
| Dallas Independent School District | Dallas, TX | Aug 2005 - Jun 2018 | 12 |
| Chicken Express | Addison, TX | Dec 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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