Mark
Phillips
Eagle Strategies LLC
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About this Advisor
Mark Phillips is a financial advisor based in Highlands Ranch, Colorado, working with Eagle Strategies LLC. Mark has previously held positions at Business Men'S Assurance, New York Life Ins Co, and Nylife Securities Inc. Mark has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Mark is part of Eagle Strategies LLC, which operates out of Highlands Ranch, Colorado. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Phillips Work History
New York Life Ins Co
Nylife Securities Inc
Business Men'S Assurance
Disclosures
Please visit the SEC profile of Mark Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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