Phillip WillsCRD Number: 3119741
Current Firm: Ims Financial Advisors, Inc.
Phillip Wills (CRD# 3119741) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Matthews, NC and has over 18 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Ims Securities, Inc.||Houston, TX||Oct 2004 - Current||12|
|Ims Financial Advisors, Inc.||Houston, TX||Oct 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management76MILLIONS
Total Number of Accounts484ACCOUNTS
Average Account Value$157,316
- 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
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MD, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WV