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Christy Lynn Phillips strigel

Franklin Street Advisors Inc.

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About Christy Lynn Phillips strigel

Christy Phillips strigel is a registered Investment Advisor Representative associated with Franklin Street Advisors Inc., an investment advisory firm based in Chapel Hill, North Carolina. Christy Phillips strigel is experienced in working with high-net-worth individuals, corporations, and pooled investment vehicles, providing investment advice and managing portfolios. Christy Phillips strigel has a strong understanding of financial markets and investment strategies, and is committed to providing clients with personalized financial advice that aligns with their individual goals. Christy Phillips strigel has been with Franklin Street Advisors Inc. since April 2013. Prior to that, Christy Phillips strigel worked for Coker & Palmer and Smith Barney Inc.

Firm Information

Christy Phillips strigel is currently registered with Franklin Street Advisors Inc.. Franklin Street Advisors Inc. is an investment advisor registered with the SEC. They manage approximately $3.5 billion in assets for clients, including individuals, corporations, charitable organizations, and pooled investment vehicles. The firm is headquartered in Chapel Hill, North Carolina, and offers a variety of investment advisory services, including portfolio management and selection of other advisors.
Franklin Street Advisors Inc.

1450 RALEIGH ROAD

CHAPEL HILL, NC 27517-8833

$3.47B

Assets Under Management

7

Total Clients

15

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment advice

Investment advice

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Security recommendations

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Christy Phillips strigel’s Registration & Firm History

NC

08/12/2013 - Present

Franklin Street Advisors Inc. (CHAPEL HILL NC)

NC

12/09/1997 - 07/06/2006

COKER & PALMER (DURHAM NC)

NY

09/19/1994 - 04/17/1997

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christy Lynn Phillips strigel.
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