Unclaimed
Ernest Phillips is a financial advisor with Hightower Advisors, LLC. Ernest has been working in the financial industry since 2001, and is a Certified Financial Planner. Ernest is a registered investment advisor in Florida. Prior to joining Hightower Advisors, LLC, Ernest was employed by Resource Consulting Group in Orlando, FL. Ernest specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
01/24/2024 - Present
Hightower Advisors, LLC (Orlando FL)
IN
03/15/2001 - 04/24/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IL
03/15/2001 - 03/22/2001
WILLIAM M. MERCER SECURITIES CORP. (CHICAGO IL)
BC
Issued 04/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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