Phillip James Financial Company

Phillip James Financial Company (CRD# 168228) is a financial advisory firm headquartered in Plymouth, MN. They manage $7,500,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $138,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Phillip James Financial Company
Showing 1 - 2 of 2 top financial advisors.
1
Phillip R. Christenson
CRD#: 5082883
3131 Fernbrook Lane North, Suite 224, Plymouth, MN 55447
103
Wealthminder
score

Phillip Christenson (CRD# 5082883) is a Financial Advisor working at Phillip James Financial Company in Plymouth, MN and has 10 years of experience in the finance industry.

 

His websites are:
 

http://phillipjamesfinancial.com

http://phillipchristenson.net

2
James L. Sexton
CRD#: 6213353
3131 Fernbrook Lane North, Suite 224, Plymouth, MN 55447
87
Wealthminder
score

James Sexton (CRD# 6213353) is an Investment Advisor Representative working at Phillip James Financial Company in Plymouth, MN and has 1 year of experience in the finance industry.

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