Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Phillips is a financial advisor with Gallagher Fiduciary Advisors, LLC. Darrell has been in the financial services industry since 1984. Darrell has passed the Series 6, 7, 24, 63 and 66 exams. Darrell is registered with the state of Kansas as a Registered Investment Advisor. Darrell has previously worked with TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, CAMBRIDGE INVESTMENT RESEARCH, INC., G & W EQUITY SALES, INC., CUNA BROKERAGE SERVICES, INC., GUARDIAN INVESTOR SERVICES CORPORATION and FORTH FINANCIAL SECURITIES, CORPORATION.
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.
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.
See schedule d misc. for explanation
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.
1
2
KS
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (Manhattan KS)
KS
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Manhattan KS)
KS
01/31/2020 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Manhattan KS)
KS
04/04/2008 - 02/10/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (MANHATTAN KS)
IN
08/22/2002 - 04/30/2008
G & W EQUITY SALES, INC. (INDIANAPOLIS IN)
IA
12/03/1998 - 08/02/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
01/11/1994 - 11/09/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
VA
09/24/1984 - 09/30/1993
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BOTH
Issued 08/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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