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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Phillips is a financial advisor who specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Benjamin works with clients of all sizes, from high-net-worth individuals to insurance companies, charitable organizations, and state or municipal government entities. Benjamin is also a registered investment advisor in Oregon, Texas, and Washington. He has been a financial advisor for more than five years, previously working with VALIC Financial Advisors, Inc. and Royal Alliance Associates, Inc. Benjamin is committed to helping his clients reach their financial goals and provides them with a personalized approach to their financial planning. Benjamin is currently employed with Fisher Investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/10/2021 - Present
Fisher Investments (PLANO TX)
IN
11/05/2018 - 10/05/2021
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
03/09/2018 - 10/17/2018
ROYAL ALLIANCE ASSOCIATES, INC. (EVANSVILLE IN)
BOTH
Issued 12/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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