Unclaimed
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 over 15 years of experience in the industry. Christopher currently holds a Series 66, Series 7, Series 99TO and SIE license. Christopher is registered with Truewealth Advisors, LLC and has a total of 1250 client accounts. Christopher has also been registered with Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Christopher's professional experience has been in Birmingham, AL, and Hoover, AL. Christopher is a Chartered Financial Analyst (CFA). Christopher's current firm, Truewealth Advisors, LLC, is based in Hoover, AL and has a total of 1250 client accounts.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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
AL
02/16/2024 - Present
Truewealth Advisors, LLC (HOOVER AL)
AL
08/31/2010 - 05/10/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
06/01/2009 - 07/15/2010
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM AL)
AL
11/30/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BIRMINGHAM AL)
BOTH
Issued 12/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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