Brian PhillipsCRD Number: 3159701
Current Firm: Lpl Financial LLC
Brian Phillips (CRD# 3159701) is an Investment Advisor Representative working at Lpl Financial LLC in Kenton, OH and has over 9 years of experience in the finance industry.
Creative Financial Designs, Inc.
Ameriprise Financial Services, Inc.
Money Concepts Advisory Service
|Linsco/private Ledger Corp||Bluffton, OH||Mar 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV