Phillips Capital Advisors, Inc.

Phillips Capital Advisors, Inc. (CRD# 115758) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $542,117,988 in 347 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $1,562,300
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CO, LA, NM, OK, TX

Financial Advisors at Phillips Capital Advisors, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Tami D. Bearden
CRD#: 4804140
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Tami Bearden (CRD# 4804140) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 16 years of experience in the finance industry. Tami Bearden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patricia M. Burrus
CRD#: 2066664
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Patricia Burrus (CRD# 2066664) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 27 years of experience in the finance industry.

3
Adam W. Christensen
CRD#: 6341734
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Adam Christensen (CRD# 6341734) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 7 years of experience in the finance industry.

4
Karen L. Coker
CRD#: 2731928
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Karen Coker (CRD# 2731928) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 21 years of experience in the finance industry.

5
Eric W. Davis
CRD#: 4184029
1881 West Spruce, Duncan, OK 73533

Eric Davis (CRD# 4184029) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Duncan, OK and has over 22 years of experience in the finance industry.

6
Cathey E. Fisher
CRD#: 5302882
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Cathey Fisher (CRD# 5302882) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 15 years of experience in the finance industry.

7
Jean S. Haas
CRD#: 5904783
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Jean Haas (CRD# 5904783) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 10 years of experience in the finance industry.

8
Jeremy J. Haraway
CRD#: 5400231
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

Jeremy Haraway (CRD# 5400231) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 13 years of experience in the finance industry.

9
Terry R. Holcomb
CRD#: 1618936
3555 Nw 58th, Suite 600, Oklahoma City, OK 73112

Terry Holcomb (CRD# 1618936) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 35 years of experience in the finance industry.

10
William J. Hughes
CRD#: 6153983
3401 Nw 63rd St. Ste 500, Oklahoma City, OK 73116

William Hughes (CRD# 6153983) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry. William Hughes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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