James Phillips (CRD# 5024716) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has over 16 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oxenfree Financial | Satellite Beach, FL | Jun 2023 - Current | < 1 |
| Oxenfree Financial | Satellite Beach, FL | Apr 2023 - Current | 1 |
| Affinity Financial Advisors | Lawrence, KS | Apr 2021 - Oct 2023 | 2 |
| Financial Champs | W Melbourne, FL | Mar 2017 - Oct 2023 | 6 |
| James Phillips P.a. Dba Phillips Financial Advisors | Satellite Beach, FL | Aug 2014 - Oct 2023 | 9 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2023 - Jul 2023 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Jul 2023 | 10 |
| Mcdaniel Knutson Financial Partners | Lawrence, KS | May 2020 - Apr 2021 | < 1 |
| James Phillips | Indian Harbour Beach, FL | Nov 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- FL
- TX
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts1,232ACCOUNTS
-
Average Account Value$97,978
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, LA, NC, OH, PA, TN, TX
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