Marc PhillipsCRD Number: 3072942
Current Firm: Valic Financial Advisors, Inc.
Marc Phillips (CRD# 3072942) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Jonesboro, AR and has over 15 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Wells Fargo Advisors, LLC
Investment Professionals, Inc.
|Valic Financial Advisors||Little Rock, AR||Jan 2007 - Current||11|
|Carty & Company Inc.||Memphis, TN||Nov 2002 - Jan 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- 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