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Philip Donald Krebs

Avondale Conquest, LLC

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About Philip Donald Krebs

Philip Donald Krebs is a registered investment advisor representative with Avondale Conquest, LLC. Philip has been in the industry since 1994 and has a wide range of experience. Philip has held positions at J.J.B. HILLIARD, W.L. LYONS, LLC, SUNTRUST EQUITABLE SECURITIES, and LEHMAN BROTHERS INC. Philip holds a Series 65 and Series 63 license, and is a general securities principal. Philip is also a registered investment advisor in California and Tennessee. Philip has worked with a wide variety of clients, including pooled investment vehicles, and is committed to providing them with high-quality investment advice.

Firm Information

Philip Krebs is currently registered with Avondale Conquest, LLC. Avondale Conquest, LLC is an investment advisor based in Avondale, Arizona. The firm manages a total of $46 million in assets for 2 pooled investment vehicles. The firm also provides portfolio management services for pooled investment vehicles.

$46.00M

Assets Under Management

2

Total Clients

3

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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Philip Krebs’s Registration & Firm History

CA

01/01/2025 - Present

Avondale Conquest, LLC (SAUSALITO CA)

TN

04/19/2018 - 04/03/2019

J.J.B. HILLIARD, W.L. LYONS, LLC (Nashville TN)

GA

06/27/1996 - 06/12/2001

SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)

NY

02/22/1994 - 01/30/1996

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Donald Krebs.
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