Christopher O'neill-PhillipsCRD Number: 6155038
Current Firm: Wells Fargo Clearing Services, LLC
Christopher O'neill-Phillips (CRD# 6155038) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Lake Jackson, TX and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Capital Asset Advisory Services, LLC
|Wells Fargo Advisors LLC||Pearland, TX||Jan 2013 - Current||5|
|Wells Fargo Bank Na||Pearland, TX||Mar 2012 - Current||6|
|Cochran Phillips Real Estate, LLC||San Fransisco, CA||Apr 2010 - Current||8|
|Aflac||Nacogdoches, TX||Apr 2006 - Jun 2010||4|
|Mattress Firm||Houston, TX||Jun 2008 - Apr 2010||1|
|Stephen F. Austin State University||Nacogdoches, TX||Aug 2001 - May 2008||6|
|Stephen F. Austin State University||Nacogdoches, TX||Jan 2004 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.