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Joshua Lowell Phillips

Crews & Associates, Inc.

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About Joshua Lowell Phillips

Joshua Lowell Phillips is a registered investment advisor representative with Crews & Associates, Inc.. Joshua has been in the industry since 2008. Joshua is licensed in Arkansas. Joshua is a general securities principal, municipal securities principal, and a registered options principal.

Firm Information

Joshua Phillips is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Phillips’s Registration & Firm History

AR

04/26/2018 - Present

Crews & Associates, Inc. (LITTLE ROCK AR)

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Licenses & Designations

BOTH

Issued 04/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2021

Series 4 - Registered Options Principal Examination

BC

Issued 09/17/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/29/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Lowell Phillips.
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