Larry Phillips, financial advisor Glen Allen VA
96 score

Larry Phillips

CRD Number: 1852453
Current Firm: Mutual Of Omaha Investor Services, Inc.

Larry Phillips (CRD# 1852453) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Glen Allen, VA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mutual Of Omaha Glen Allen, VA Jun 2017 - Current < 1
Unemployed Glenelg, MD Dec 2016 - Jun 2017 < 1
Park Avenue Securities LLC Bethesda, MD Jan 2016 - Dec 2016 < 1
Guardian Life Insurance Company Of America Bethesda, MD Jan 2016 - Dec 2016 < 1
Sagepoint Financial Glenelg, MD May 2013 - Jan 2016 2
Unemployed Glenelg, MD Jan 2013 - Apr 2013 < 1
Metropolitan Life Insurance Company Linthicum, MD Apr 1988 - Jan 2013 24
Metlife Securities Inc. Linthicum, MD Apr 1988 - Jan 2013 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Contact Info for Larry S. Phillips
Phone Number: 402-351-5770
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • 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, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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