Jeffery PhillipsCRD Number: 5972771
Current Firm: Valic Financial Advisors, Inc.
Jeffery Phillips (CRD# 5972771) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Jonesboro, AR and has over 6 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Signator Investors, Inc.
Wells Fargo Clearing Services, LLC
|Valic Financial Advisors||Little Rock, AR||Oct 2011 - Current||6|
|Phillips Lawn Care||Marked Tree, AR||May 1996 - Mar 2012||15|
|Baptist Memorial Hospital||Memphi, TN||Sep 2004 - Oct 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV