Phillip Vetter, financial advisor Phoenix AZ

Phillip Vetter

CRD Number: 1475665
Current Firm: Ameritas Advisory Services

Phillip Vetter (CRD# 1475665) is an Investment Advisor Representative working at Ameritas Advisory Services in Phoenix, AZ and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Arizona Advisors LLC Phoenix, AZ Oct 2005 - Current 15
Ameritas Investment Corp. Lincoln, NE Oct 2003 - Current 17
Ameritas Life Insurance Company Lincoln, NE Oct 2003 - Current 17
Union Central Life Insurance Cincinnati, OH Oct 2006 - Dec 2011 5
Acacia Life Insurance Bethesda, MD Oct 2003 - Dec 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Phillip J. Vetter
Phone Number: 800-335-9858
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    9,271
    MILLIONS
  • Total Number of Accounts
    31,262
    ACCOUNTS
  • Average Account Value
    $296,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
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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