Timothy Phillips (CRD# 4830795) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Carmel, IL and has over 19 years of experience in the finance industry.
CRD# 6593282
Edward Jones
CRD# 6589194
Edward Jones
CRD# 2903882
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services | Mount Carmel, IL | Jan 2016 - Current | 8 |
| Raymond James Financial Services Advisors Inc. | Mount Carmel, IL | Jan 2016 - Current | 8 |
| Jade Investments & Retirement Solutions | Mount Carmel, IL | Dec 2015 - Current | 8 |
| Edward Jones | St. Louis, MO | Jul 2004 - Jan 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- IL
- IN
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- 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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