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 3 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2015 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2015 - Current||2|
|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 Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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