Phillip AdamsCRD Number: 6344169
Current Firm: Mathis Wealth Management
Phillip Adams (CRD# 6344169) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 8 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|United Planners Financial Services||Scottsdale, AZ||Aug 2016 - Current||6|
|Mathis Wealth Management||Phoenix, AZ||Aug 2016 - Current||6|
|Phillip J. Adams, Pllc||Glendale, AZ||Jul 2004 - Current||18|
|Transcend Security||Phoenix, AZ||Oct 2018 - Sep 2019||< 1|
|City Of Phoenix Fire Department||Phoenix, AZ||Sep 1989 - Nov 2018||29|
|Transamerica Financial Advisors, Inc.||Mesa, AZ||May 2014 - Aug 2016||2|
|World Financial Group, Inc.||Mesa, AZ||Apr 2014 - Aug 2016||2|
|Glendale Union High School||Glendale, AZ||Sep 2009 - Nov 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management107MILLIONS
Total Number of Accounts431ACCOUNTS
Average Account Value$249,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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