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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Phillips is a financial advisor with World Investment Advisors, LLC and has been in the financial industry since 2002. Christopher is licensed to provide investment advice in California and Texas. Christopher has experience working with pension and profit sharing plans, high-net-worth individuals, and other investment advisors. Christopher has also worked with corporations or other businesses, pooled investment vehicles, charitable organizations, and state or municipal government entities. Christopher offers financial planning, pension consulting, and educational seminars, as well as portfolio management services. Christopher is committed to providing clients with personalized and comprehensive financial advice to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/05/2022 - Present
World Investment Advisors, LLC (San Mataeo CA)
CA
04/03/2012 - 12/04/2020
PRINCIPAL SECURITIES, INC. (WALNUT CREEK CA)
CA
03/28/2011 - 03/30/2012
CUSO FINANCIAL SERVICES, L.P. (REDWOOD CITY CA)
CA
02/26/2002 - 03/31/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
CA
02/26/2002 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SAN RAMON CA)
BOTH
Issued 02/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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