Donnie Phillips (CRD# 1050407) is an Investment Advisor Representative working at Crews & Associates, Inc. in Little Rock, AR and has over 31 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crews & Associates, Inc. | Little Rock, AR | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- AL
- AZ
- AR
- CA
- CO
- DE
- FL
- LA
- MO
- NY
- ND
- PA
- TX
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts270ACCOUNTS
-
Average Account Value$416,302
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, CA, LA
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