Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Phillips is a financial advisor with over 20 years of experience in the industry. He is currently registered with First Command Advisory Services in Fort Worth, Texas. Paul has extensive experience providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Paul is committed to helping clients achieve their financial goals.
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.
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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TX
01/18/2022 - Present
First Command Advisory Services (FORT WORTH TX)
DC
07/08/2019 - 11/19/2021
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
CO
09/05/2018 - 05/17/2019
U.S. BANCORP INVESTMENTS, INC. (AURORA CO)
CO
07/11/2016 - 03/19/2018
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
07/09/2013 - 06/03/2015
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
MI
12/14/2010 - 03/15/2012
ALLSTATE FINANCIAL SERVICES, LLC (ROCHESTER HILLS MI)
MI
02/04/2008 - 02/27/2009
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
IL
01/03/2005 - 01/03/2007
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
OH
09/10/2002 - 01/22/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
09/28/2000 - 07/17/2001
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
RI
03/08/1994 - 04/20/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
01/09/1989 - 07/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/16/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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