Phyllis EganCRD Number: 1081886
Current Firm: Td Ameritrade, Inc.
Phyllis Egan (CRD# 1081886) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Northbrook, IL and has over 34 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Td Waterhouse Investor Services, Inc.||Northbrook, IL||Aug 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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