Darcie
Phillips
Guardian Wealth Management Inc
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About this Advisor
Darcie Phillips is a financial advisor based in Peoria, Illinois, working with Guardian Wealth Management Inc. Darcie has previously held positions at The Clubs At River City, Riverplex, Illinois Central College, and Guardian Wealth Management, Inc. Darcie has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Darcie is part of Guardian Wealth Management Inc, which operates out of Peoria, Illinois. The firm has 5 employees and manages assets totaling $201.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Guardian Wealth Management Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Guardian Wealth Management Inc Brokerage Details
$201,090,865
5
303
$663,666
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Darcie Phillips Work History
Guardian Wealth Management, Inc
Illinois Central College
Illinois Central College
Illinois Central College
Riverplex
The Clubs At River City
Disclosures
Please visit the SEC profile of Darcie Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Guardian Wealth Management Inc
Peoria, IL
Peoria, IL
Peoria, IL
Peoria, IL
Peoria, IL
Peoria, IL
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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