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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Phillips is a financial advisor with over 23 years of experience in the industry. John Robert Phillips is a CERTIFIED FINANCIAL PLANNER™ professional, and is currently registered with Householder Group Estate & Retirement Specialists. Prior to joining Householder Group Estate & Retirement Specialists, John Robert Phillips was affiliated with Securities Service Network, Inc. and SagePoint Financial, Inc. John Robert Phillips has passed the Series 6TO, SIE, and Series 7 exams and holds active registrations in Colorado. John Robert Phillips has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Portion of third party manager fees
1
2
CO
11/07/2013 - Present
Householder Group Estate & Retirement Specialists (CENTENNIAL CO)
CO
07/14/2009 - 11/06/2013
SECURITIES SERVICE NETWORK, INC. (CENTENNIAL CO)
CO
02/13/2009 - 07/15/2009
SAGEPOINT FINANCIAL, INC. (CENTENNIAL CO)
CO
03/03/1999 - 06/06/2008
MULTI-FINANCIAL SECURITIES CORPORATION (CENTENNIAL CO)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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