Andrew Phillips (CRD# 6758596) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has over 7 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Severna Park, MD | Mar 2020 - Current | 4 |
Ameriprise Financial Services, Inc. | Severna Park, MD | Mar 2019 - Mar 2020 | 1 |
Foresters Financial Services | Silver Spring, MD | Sep 2017 - Feb 2019 | 1 |
Foresters Financial Services | Silver Spring, MD | Feb 2017 - Sep 2017 | < 1 |
Live Nation | Washington, DC | May 2015 - Feb 2017 | 1 |
University Of Maryland | College Park, MD | Jan 2014 - Jun 2016 | 2 |
Pho D'lite | College Park, MD | Aug 2015 - Oct 2015 | < 1 |
The Bistro At South River | Edgewater, MD | May 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2017 |
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- MD
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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