Davon PhillipsCRD Number: 5940489
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Davon Phillips (CRD# 5940489) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Bank Of America, N.a.||Jacksonville, FL||Aug 2011 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jun 2011 - Current||5|
|Unemployed||Jacksonville, FL||May 2011 - May 2011||< 1|
|Jacksonville University-advising Center||Jacksonville, FL||Aug 2010 - Apr 2011||< 1|
|Jacksonville University||Jacksonville, FL||Aug 2006 - Apr 2011||4|
|Jacksonville Jaguars||Jacksonville, FL||May 2010 - Jan 2011||< 1|
|Alumni Department- Jacksonville University||Jacksonville, FL||Sep 2009 - Oct 2010||1|
|Unemployed||Jacksonville, FL||May 2010 - Aug 2010||< 1|
|Citigroup, Primerica Financial Services||Springfield, MA||May 2008 - Aug 2009||1|
|Unemployed||Jacksonville, FL||Nov 2008 - May 2009||< 1|
|Alumni Department- Jacksonville University||Jacksonville, FL||Aug 2008 - Nov 2008||< 1|
|Athletic Department- Jacksonville University||Jacksonville, FL||Jul 2007 - May 2008||< 1|
|Unemployed||Springfield, MA||May 2007 - Aug 2007||< 1|
|Kentucky Fried Chicken||Springfield, MA||Jul 2006 - Aug 2007||1|
|Springfield Department Of Parks And Recreation||Springfield, MA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.