Phillip Anton, financial advisor Irvine CA
93 score

Phillip Anton

CRD Number: 1025842
Current Firm: Newport Coast Asset Management

Phillip Anton (CRD# 1025842) is an Investment Advisor Representative working at Newport Coast Asset Management in Irvine, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Newport Coast Securities, Inc. Newport Beach, CA Dec 2009 - Current 7
Wedbush Morgan Securities Inc. Los Angeles, CA Jun 2007 - Dec 2009 2
Brookstreet Securities Corporation Brea, CA Apr 1996 - Jun 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Phillip R. Anton
Phone Number: 646-259-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $141,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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