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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Tracey Phillips is a financial advisor with over 15 years of experience in the financial services industry. Mary currently works at Dimensional Fund Advisors LP in Austin, Texas, where she is a registered representative and investment advisor representative. Mary has previously worked at Russell Implementation Services Inc. Part of Russell Investments in Tacoma, Washington and at Russell Fund Distributors, Inc., Part of Russell Investments in Tacoma, Washington. Mary is a Chartered Financial Analyst (CFA) and holds FINRA Series 3, 7, 24, and 66 licenses, as well as the SIE exam. Mary's specialties include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Mary has expertise in a wide range of investment strategies, including equity, fixed income, and alternative investments.
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.
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.
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.
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2
TX
08/06/2012 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
WA
10/18/2007 - 08/04/2010
RUSSELL IMPLEMENTATION SERVICES INC. PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
01/06/2004 - 10/18/2007
RUSSELL FUND DISTRIBUTORS, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
BOTH
Issued 07/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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