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).
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Total Assets Under Management542MILLION
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Total Number of Accounts347ACCOUNTS
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Average Account Value$1,562,300
- 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)
CO, LA, NM, OK, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.