Sidney Phillips, financial advisor Virginia Beach VA
96 score

Sidney Phillips

CRD Number: 1098326
Current Firm: Eagle Strategies LLC

Sidney Phillips (CRD# 1098326) is an Investment Advisor Representative working at Eagle Strategies LLC in Virginia Beach, VA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dominion Financial Partners Norfolk, VA Jul 2004 - Current 12
New York Life Insurance Company Norfolk, VA Nov 1996 - Current 20
Nylife Securities Inc. Norfolk, VA Nov 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Apr 1993
Contact Info for Sidney E. Phillips
Phone Number: (888) 695-3245
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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