Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery D. Phillips is a financial advisor with Valic Financial Advisors, Inc. Jeffery has been in the financial industry since January 18, 2012. Jeffery is registered with the state of Arkansas and is also registered as an investment advisor. Jeffery provides financial planning, portfolio management for individuals, and other financial services to clients. Jeffery is also registered with the state of Florida, Illinois, Kentucky, Louisiana, Mississippi, Missouri, and Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
1
2
AR
07/22/2022 - Present
Valic Financial Advisors, Inc. (JONESBORO AR)
BOTH
Issued 02/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Phillips is the right advisor for you? Invested Better is here to help.
