Phillip Olney (CRD# 5519378) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 15 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Investment Advisors, LLC | Kentwood, MI | Mar 2019 - Current | 5 |
| Regulus, LLC | Kentwood, MI | Mar 2019 - Current | 5 |
| American Senior Benefits | Chatsworth, CA | Jan 2017 - Current | 7 |
| Woodbury Financial Services, Inc. | Chatsworth, CA | Mar 2019 - Mar 2019 | < 1 |
| Woodbury Financial Services, Inc. | Chatsworth, CA | Mar 2019 - Mar 2019 | < 1 |
| Questar Capital Corporation | Minneapolis, MN | Feb 2017 - Feb 2019 | 2 |
| Questar Asset Management | Minneapolis, MN | Feb 2017 - Feb 2019 | 2 |
| National Planning Corporation | Santa Monica, CA | Apr 2008 - Jan 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- CA
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Total Assets Under Management2,550MILLIONS
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Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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