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Conrad Jordan Phillips

A4 Wealth Advisors LLC

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About Conrad Jordan Phillips

Conrad Phillips is an investment advisor representative with A4 Wealth Advisors LLC, located in Huntersville, NC. Conrad has been in the industry since 2022 and is registered to provide investment advice in North Carolina. Conrad is a licensed Life & Health Insurance agent and holds a Series 65 license. Conrad is also a licensed insurance agent for World Wide Financial Solutions, LLC dba A4 Insurance Solutions. Conrad focuses on providing financial planning and portfolio management for individuals and businesses. Conrad holds a Series 65 license and has a background in financial planning and investment management. Conrad has experience working with high-net-worth individuals and other individuals.

Firm Information

Conrad Phillips is currently registered with A4 Wealth Advisors LLC. A4 Wealth Advisors LLC is an independent financial advisory firm located in Huntersville, NC, providing investment management, financial planning, and educational seminars for individuals and high-net-worth clients. They manage approximately $176 million in assets and have a team of 5 licensed professionals.
A4 Wealth Advisors LLC

16140 NORTHCROSS DRIVE

HUNTERSVILLE, NC 28078

$176.02M

Assets Under Management

4

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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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

Co-advisor fees

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Conrad Phillips’s Registration & Firm History

NC

01/17/2025 - Present

A4 Wealth Advisors LLC (HUNTERSVILLE NC)

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Licenses & Designations

IA

Issued 08/24/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Conrad Jordan Phillips.
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