Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber L. Phillips is a registered investment advisor representative with Charles Schwab & Co., Inc. Amber has been in the financial services industry since 2012, and has experience with USAA Financial Advisors, Inc. and USAA Financial Planning Services Inc. Amber is licensed to provide investment advice in Colorado and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
02/10/2021 - Present
Charles Schwab & CO., Inc. (Colorado Springs CO)
CO
07/13/2012 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 09/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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