Christopher Phillips (CRD# 6772794) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dallas, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Dallas, TX | Apr 2022 - Current | 2 |
Massmutual Life Insurance Co | Dallas, TX | Mar 2022 - Current | 2 |
Park Avenue Securities | Frisco, TX | Oct 2021 - Mar 2022 | < 1 |
Guardian Life Insurance Company | Frisco, TX | Dec 2020 - Mar 2022 | 1 |
Aimbridge Hospitality | Plano, TX | Jun 2019 - Dec 2020 | 1 |
Unemployed | Dallas, TX | Mar 2019 - Jun 2019 | < 1 |
Goldman Sachs | Dallas, TX | Mar 2017 - Mar 2019 | 2 |
Fidelity Investments | Westlake, TX | Aug 2007 - Mar 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- TX
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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