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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Phillips is a financial advisor at Verus Capital Partners, LLC. Kevin has been in the industry for over 30 years and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Kevin's previous roles include positions at Securities America, Inc., J.W. Cole Financial, Inc., and Financial Advisers of America, LLC. Kevin is a registered Investment Advisor in Arizona and Texas. Kevin is committed to providing his clients with personalized financial advice and services that meet their individual needs.
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.
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AZ
05/05/2017 - Present
Verus Capital Partners, LLC (PHOENIX AZ)
AZ
02/06/2017 - 10/29/2020
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
05/10/2013 - 02/07/2017
J.W. COLE FINANCIAL, INC. (PHOENIX AZ)
AZ
05/03/2010 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (PHOENIX AZ)
AZ
11/30/2007 - 05/21/2010
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
07/15/2003 - 12/03/2007
NEW ENGLAND SECURITIES (PHOENIX AZ)
NY
11/14/2000 - 07/14/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
DE
04/09/1997 - 11/29/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
05/13/1991 - 04/25/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
02/17/1988 - 05/10/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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