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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Keith Phillips is a financial advisor with &partners in NASHVILLE, TN. William Keith Phillips has been in the industry since 1986 and has a strong track record of providing financial advice to individuals and businesses. William Keith Phillips is registered with the FINRA and is also licensed to provide investment advice in 10 states. William Keith Phillips has a broad range of experience in the financial industry, including working with clients in the areas of retirement planning, college savings, estate planning, and wealth management. William Keith Phillips is also experienced in providing portfolio management services to clients. William Keith Phillips is committed to providing personalized financial advice to help clients reach 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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/14/2020 - Present
&partners (NASHVILLE TN)
NY
03/17/2000 - 04/20/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/23/1990 - 03/27/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/06/1988 - 04/05/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NY
04/20/1987 - 05/05/1988
J.C. BRADFORD & CO. (NEW YORK NY)
NA
03/31/1986 - 05/07/1987
MORGAN KEEGAN & COMPANY, INC.
IA
Issued 11/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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