Christopher Phillips, financial advisor Dallas TX

Christopher Phillips

CRD Number: 6772794
Current Firm: Mml Investors Services, LLC

Christopher Phillips (CRD# 6772794) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dallas, TX and has 1 year of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Dallas TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Dallas TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Dallas TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Mml Investor Services, LLC Dallas, TX Apr 2022 - Current < 1
Mass Mutual Insurance Company Dallas, TX Mar 2022 - Current < 1
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
Contact Info for Christopher Phillips
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.