Olivia Phillips (CRD# 7752036) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lapeer, MI and has 1 year of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4575799
A & L Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Infinex Investments, Inc. | Meriden, CT | May 2023 - Current | 1 |
Choiceone Bank | Lapeer, MI | May 2021 - Current | 3 |
Grand Valley State University | Allendale, MI | Aug 2019 - May 2023 | 3 |
E.g. Nick's | Lapeer, MI | Apr 2017 - Jan 2022 | 4 |
American Eagle Outfitters | Grandville, MI | Jan 2020 - Mar 2020 | < 1 |
Jim Riehl's Friendly Cdjr | Lapeer, MI | May 2019 - Aug 2019 | < 1 |
North Branch High School | North Branch, MI | Aug 2015 - May 2019 | 3 |
North Branch Middle School | North Branch, MI | Aug 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MI
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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