Derrick Phillips, financial advisor Mount Laurel NJ

Derrick Phillips

CRD Number: 1888156
Current Firm: Evesham Capital Management

Derrick Phillips (CRD# 1888156) is an Investment Advisor Representative working at Evesham Capital Management in Mount Laurel, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Mt. Laurel, NJ Sep 2020 - Current 1
Securities Service Network, Inc. Knoxville, TN Nov 1995 - Sep 2020 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Nov 1992
Contact Info for Derrick B. Phillips
Phone Number: 856-222-0098
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    86
    MILLIONS
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $211,302
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ, PA, TX

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