Daniel PhillipsCRD Number: 6326413
Current Firm: Cambridge Investment Research Advisors, Inc.
Daniel Phillips (CRD# 6326413) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worthington, OH and has over 2 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2015 - Current||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2015 - Current||1|
|Prospera Financial Services||Dallas, TX||Mar 2015 - Nov 2015||< 1|
|Edward Jones||St Louis, MO||Jun 2014 - Mar 2015||< 1|
|Columbus Pool Management||Lewis Center, OH||Mar 2009 - Jun 2014||5|
|Susquehanna University||Selinsgrove, PA||Sep 2008 - Mar 2009||< 1|
|Wedgewood Golf & Country Club||Powell, OH||Apr 2008 - Sep 2008||< 1|
|The Ohio State University||Columbus, OH||Jun 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV