Richard Phillips (CRD# 1600180) is an Investment Advisor Representative working at Meeder Public Funds, Inc. in Las Vegas, NV and has over 19 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meeder Investment Management, Inc. | Dublin, OH | Dec 2023 - Current | < 1 |
| Fhn Financial Main Street Advisors | Las Vegas, NV | Feb 2012 - Dec 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
- CA
- NV
- OH
- TX
- UT
-
Total Assets Under Management54,569MILLIONS
-
Total Number of Accounts741ACCOUNTS
-
Average Account Value$73,643,018
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, HI, ID, IL, IN, KY, LA, ME, MI, MN, MO, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, WY
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