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 6 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||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jun 2011 - Current||6|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- 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, WY
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