Alanah Phillips, financial advisor San Ramon CA

Alanah Phillips

CRD Number: 6596881
Current Firm: Lincoln Financial Advisors Corporation

Alanah Phillips (CRD# 6596881) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 3 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor San Ramon CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Ramon CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
Mark Greenberg, financial advisor San Ramon CA
Mark A. Greenberg
CRD# 1245314
Wealth & Tax Planners
Company Name Location Dates Years
Lincoln Financial Securities Corp. San Ramon, CA Jul 2020 - Current 1
Lincoln Financial Advisors San Ramon, CA Jan 2016 - Current 5
Starbucks Corp Fremont, CA Nov 2014 - Jan 2016 1
Target Corp Dublin And San Ramon, CA Nov 2010 - Nov 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Alanah N. Phillips
Phone Number: 800-237-3813
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    30,687
    MILLIONS
  • Total Number of Accounts
    91,866
    ACCOUNTS
  • Average Account Value
    $334,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.