Jeffrey
Phillips

Private Advisor Group, LLC

CRD#2175251
Investment Advisor
in Fairhope, AL

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About this Advisor

Jeffrey Phillips is a financial advisor operating in Fairhope, Alabama, who has 11 years of financial industry experience. Phillips is an advisor for Private Advisor Group, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Lpl Financial and Private Advisor Group, LLC. Phillips maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Alabama and Texas. Private Advisor Group, LLC is a registered investment company based out of Fairhope, Alabama. It has offices in 300 locations and a total of 641 employees. It oversees $21 billion in assets between its 85,684 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 248 charitable organizations. Of its 85,684 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets. Private Advisor Group, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually are based on the financial services. Fee types charged by Private Advisor Group, LLC may include any blend of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees, Others

Disclosures

Yes

Office Location

12 South Bancroft St.
Fairhope, AL 36532

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Private Advisor Group, LLC Brokerage Details

Total Assets Under Management

$21,218,982,094

AL Average: $10,121,009,343
Total Number of Employees

641

AL Average: 92
Total Number of Accounts

85,684

AL Average: 6,978
Average Account Size

$247,642

AL Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jeffrey Phillips Work History

Jeffrey has 11 years of experience.

2012 - Present (9 years)

Lpl Financial

2012 - Present (9 years)

Private Advisor Group, LLC

2009 - 2012 (3 years)

Wells Fargo Advisors LLC

Disclosures

Jeffrey Phillips has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Private Advisor Group, LLC

Nicholas Pinelli
Jacksonville, FL
Robert Schwarz
Morristown, NJ
Kiley Eory
Morristown, NJ
Craig Breitsprecher
Farmington, CT
Ener Almanza
East Lansing, MI
Michael Klein
Fairfield, NJ
Kimberly Oswald
Morristown, NJ
Christal Marotta
Morristown, NJ

This content was compiled from the SEC and FINRA.

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