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 19 years of experience in the finance industry.
Dickinson Barnum Investment Management, LLC
Securities America Advisors, Inc.
Benjamin F. Edwards & Company, Incorporated
|Valic Financial Advisors||Little Rock, AR||Jan 2007 - Current||15|
|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 Management26,915MILLIONS
Total Number of Accounts359,447ACCOUNTS
Average Account Value$74,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- 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, WY
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