Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard A. Phillips is a financial advisor with over 20 years of experience in the industry. Willard A. Phillips is currently registered with Cetera Investment Advisers LLC, which is a large independent broker-dealer. Willard A. Phillips has previously been affiliated with several other firms, including WELLS FARGO CLEARING SERVICES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., AMERIPRISE FINANCIAL SERVICES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and EDWARD JONES. Willard A. Phillips is a registered representative and investment advisor representative in Georgia and several other states.
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.
A percentage of the total value of assets under management is charged.
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GA
10/16/2024 - Present
Cetera Investment Advisers LLC (Brunswick GA)
GA
08/31/2012 - 03/07/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. SIMONS ISLAND GA)
GA
04/13/2010 - 09/04/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRUNSWICK GA)
GA
08/01/2007 - 04/19/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BRUNSWICK GA)
GA
08/12/2002 - 08/01/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRUNSWICK GA)
MO
04/17/2001 - 08/09/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 8/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/8/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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