Phillips Capital Advisors, Inc.
Phillips Capital Advisors, Inc. (CRD# 115758) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $588,585,326 in 646 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management589MILLION
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Total Number of Accounts646ACCOUNTS
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Average Account Value$911,123
- 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
Thompson Phillips (CRD# 843039) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 44 years of experience in the finance industry.
Matthew Roberson (CRD# 4974135) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 18 years of experience in the finance industry.
Wanda Ross (CRD# 3112244) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 25 years of experience in the finance industry.
Tania Smith (CRD# 5208859) 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.
James Stevens (CRD# 4428134) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry.