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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 Stanway Phillips is an investment advisor representative at Fisher Investments. John has been in the industry since 1979 and has held licenses in several states. John is currently registered to provide investment advisory services in Alabama and Texas. John holds the Series 6, 7, 24 and 63 licenses and has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John has previously worked with Lincoln Financial Distributors, Inc., Delaware Distributors, L.P., Franklin/Templeton Distributors, Inc., Yorktown Distributors, Inc., Anderson & Strudwick, Incorporated, and Wheat, First Securities, Inc.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/17/2021 - Present
Fisher Investments (PLANO TX)
PA
12/31/2000 - 11/29/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
11/16/2000 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
CA
02/02/1989 - 11/17/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
VA
04/16/1987 - 08/28/1989
YORKTOWN DISTRIBUTORS, INC. (RICHMOND VA)
NA
09/21/1981 - 04/12/1983
ANDERSON & STRUDWICK, INCORPORATED
NA
11/23/1979 - 07/27/1981
WHEAT, FIRST SECURITIES, INC.
IA
Issued 07/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/19/1991
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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