Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Carrell is a financial advisor at Cambridge Investment Research Advisors, Inc. Phillip has over 10 years of experience in the financial services industry. Phillip has a Series 7 and Series 66 securities license. Phillip also holds the Series SIE exam. Phillip specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cambridge Investment Research Advisors, Inc. is an independent broker-dealer and investment advisor. The firm offers a wide range of financial products and services, including investment advisory, brokerage, insurance, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NM
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Hobbs NM)
NM
11/12/2015 - 12/31/2016
SECURITIES AMERICA, INC. (HOBBS NM)
NM
08/03/2012 - 11/13/2015
EDWARD JONES (ALBUQUERQUE NM)
BOTH
Issued 08/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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