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Hylton Hudson Phillips-page

Lipper Advisory Services Inc.

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About Hylton Hudson Phillips-page

Hylton Phillips-page is a registered investment advisor representative with Lipper Advisory Services Inc., based in Summit, NJ. Hylton has over 30 years of experience in the financial services industry. Hylton's previous experience includes roles at UBS Financial Services Inc., Prudential Investment Management Services LLC, and Lipper Analytical Securities Corporation. Hylton is a Chartered Financial Analyst and holds the Series 7 and Series 63 licenses.

Firm Information

Hylton Phillips-page is currently registered with Lipper Advisory Services Inc.. Lipper Advisory Services Inc. is a registered investment advisor with the SEC. The firm manages approximately $129,185,039 in assets for a variety of clients including high net worth individuals, corporations, charitable organizations and pooled investment vehicles. They provide portfolio management services for individuals, businesses, and pooled investment vehicles, as well as pension consulting and selection of other advisors. Lipper Advisory Services Inc. is based in .

$129.19M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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

Pre-authorized expense reimbusement and retainer

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Hylton Phillips-page’s Registration & Firm History

NJ

08/22/2013 - Present

Lipper Advisory Services Inc. (SUMMIT NJ)

NJ

01/06/2006 - 07/08/2013

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

12/21/2000 - 12/19/2005

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

03/06/1984 - 10/29/1999

LIPPER ANALYTICAL SECURITIES CORPORATION (SUMMIT NJ)

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Licenses & Designations

BC

Issued 05/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hylton Hudson Phillips-page.
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