Garrett Phillips (CRD# 7672479) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has 1 year 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 | Dec 2022 - Current | 1 |
| Newday Usa | Fulton, MD | Nov 2022 - Nov 2022 | < 1 |
| Homebuyer Connections | Fulton, MD | Feb 2022 - Sep 2022 | < 1 |
| Newday Usa | Fulton, MD | Sep 2021 - Feb 2022 | < 1 |
| Federal House Restaurant | Annapolis, MD | May 2021 - Sep 2021 | < 1 |
| Rise-up Coffee Roasters | Edgewater, MD | May 2020 - May 2021 | 1 |
| Towson University | Towson, MD | Aug 2019 - May 2020 | < 1 |
| Hamel Builders Inc. | Elkridge, MD | May 2019 - Aug 2019 | < 1 |
| Towson University | Towson, MD | Sep 2018 - May 2019 | < 1 |
| Hamel Builders Inc. | Elkridge, MD | Jun 2018 - Aug 2018 | < 1 |
| Towson University | Towson, MD | Aug 2017 - May 2018 | < 1 |
| Metropolitan Kitchen And Lounge | Annapolis, MD | Mar 2016 - Aug 2017 | 1 |
| Panera | Edgewater, MD | Apr 2015 - Mar 2016 | < 1 |
| Southriver High School | Edgewater, MD | Jan 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MD
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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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