Darcie Phillips, financial advisor Peoria IL

Darcie Phillips

CRD Number: 7814091
Current Firm: Guardian Wealth Management Inc.

Darcie Phillips (CRD# 7814091) is an Investment Advisor Representative working at Guardian Wealth Management Inc. in Peoria, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Guardian Wealth Management, Inc. Peoria, IL Apr 2023 - Current 1
Illinois Central College East Peoria, IL Feb 2020 - Mar 2023 3
Illinois Central College East Peoria, IL Jan 2019 - Feb 2020 1
Illinois Central College East Peoria, IL Jul 2015 - Jan 2019 3
Riverplex Peoria, IL Jul 2014 - Jan 2018 3
The Clubs At River City Peoria, IL Sep 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2024
Contact Info for Darcie A. Phillips
Phone Number: 309-692-1460
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $663,666
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, TX

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