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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnie? Claim Your ProfileDonnie Andrew Phillips is a registered investment advisor representative with Crews & Associates, Inc. Donnie has been in the financial services industry since 1990. Donnie has experience in investment advisory, portfolio management, and financial planning. Donnie is licensed in numerous states, including Arkansas, Alabama, Arizona, California, Colorado, Delaware, Florida, Louisiana, Missouri, New York, North Dakota, Pennsylvania and Texas. Donnie has a strong background in the investment industry and is committed to helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AR
11/08/2023 - Present
Crews & Associates, Inc. (LITTLE ROCK AR)
TN
04/12/2001 - 07/01/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
09/14/1998 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AR
04/12/1993 - 10/06/1998
FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)
NA
07/24/1984 - 01/01/1986
BRITTENUM & ASSOCIATES, INC.
NA
01/31/1983 - 02/21/1984
LASATER & COMPANY
NA
07/07/1982 - 02/01/1983
TOWNES & CO., INC.
IA
Issued 07/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 08/26/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1985
Series 3 - National Commodity Futures Examination
BC
Issued 07/01/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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