Benjamin Phillips, financial advisor Troup TX
93 score

Benjamin Phillips

CRD Number: 4445863
Current Firm: Edward Jones

Benjamin Phillips (CRD# 4445863) is an Investment Advisor Representative working at Edward Jones in Troup, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2016 - Current 1
Wells Fargo Advisors LLC Tyler, TX Jul 2010 - Oct 2016 6
Edward Jones St. Louis, MO Aug 2002 - Jul 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Benjamin M. Phillips
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    262,473
    MILLIONS
  • Total Number of Accounts
    2,049,107
    ACCOUNTS
  • Average Account Value
    $128,091
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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