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Angelic Lavette Phillips

Tiaa-Cref Individual & Institutional Services, LLC

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About Angelic Lavette Phillips

Angelic Lavette Phillips is an investment advisor representative at Tiaa-Cref Individual & Institutional Services, LLC. Angelic has been in the industry since April 11, 2006. Angelic holds the Series 6, 7, 63, and 65 licenses. Angelic is registered in 51 states and is currently licensed in Texas as an Investment Advisor Representative. Angelic is specialized in providing financial planning, portfolio management for individuals, and selection of other advisors. Angelic is currently employed at Tiaa-Cref Individual & Institutional Services, LLC. Angelic is also a personal attendant for Disability Services of the Southwest, a service for the disabled and elderly in Texas.

Firm Information

Angelic Phillips is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Angelic Phillips’s Registration & Firm History

TX

04/09/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

RI

02/24/2004 - 10/24/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 04/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2013

Series 7 - General Securities Representative Examination

BC

Issued 12/11/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Angelic Lavette Phillips. Review regulatory record here.
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