Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Evans is a registered representative and investment advisor with Sovereign Wealth Advisors LLC. Phillip has been in the financial services industry since 1993. Phillip has worked with Sovereign Wealth Advisors LLC since 2015. Previously, Phillip was employed by Morgan Keegan & Company, Inc. and Sanders Morris Mundy Inc. Phillip offers a range of financial services including financial planning, portfolio management, and educational seminars. Phillip is also licensed to provide insurance services.
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.
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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2
TX
01/17/2020 - Present
Sovereign Wealth Advisors LLC (HOUSTON TX)
TX
05/05/1999 - 03/21/2006
MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)
TX
04/19/1999 - 05/06/1999
AXIS SECURITIES & EXCHANGE, LLC (HOUSTON TX)
TX
10/01/1996 - 02/10/1999
SANDERS MORRIS MUNDY INC. (HOUSTON TX)
TX
09/06/1996 - 10/01/1996
WILLIAMS MACKAY JORDAN & CO., INCORPORATED (HOUSTON TX)
MO
09/22/1995 - 09/10/1996
PAULI & COMPANY, INC (ST. LOUIS MO)
GA
05/26/1988 - 06/01/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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