Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Glen Phillips is a financial professional with over two decades of experience in the industry. Daryl holds both Series 6 and Series 63 licenses and is registered with Creative Financial Designs, Inc. in Tennessee, and is also registered as an Investment Advisor in Tennessee. Daryl is a specialist in financial planning, portfolio management, and educational seminars. In addition to Creative Financial Designs, Inc., Daryl also has experience with HBW SECURITIES LLC, AVALON INVESTMENT & SECURITIES GROUP, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and PFS INVESTMENTS INC. Daryl's focus is on providing comprehensive financial guidance to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TN
04/24/2017 - Present
Creative Financial Designs, Inc. (Sparta TN)
TN
01/27/2006 - 09/07/2007
HBW SECURITIES LLC (SPARTA TN)
AL
02/21/2006 - 04/24/2006
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
TN
11/07/2003 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (SPARTA TN)
GA
09/08/2000 - 09/24/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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