Frank Phillips, financial advisor Nashville TN

Frank Phillips

CRD Number: 5155331
Current Firm: &partners

Frank Phillips (CRD# 5155331) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wileybros Aintree Capital LLC Nashville, TN May 2021 - Current 3
Raymond James & Associates, Inc. Nashville, TN Sep 2019 - May 2021 1
Homemaking Nashville, TN Nov 2018 - Sep 2019 < 1
Arthur J. Gallagher Nashville, TN Jan 2016 - Oct 2018 2
Unemployed Memphis, TN Jun 2015 - Dec 2015 < 1
Full-time Education Charleston, SC Aug 2013 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Frank P. Phillips
Phone Number: 615-255-6431
Registered State(s):
  • AR
  • DC
  • FL
  • IL
  • KS
  • KY
  • NY
  • NC
  • SC
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,173
    MILLIONS
  • Total Number of Accounts
    3,051
    ACCOUNTS
  • Average Account Value
    $384,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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