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||11|
|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