Paige
Philips
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Paige Philips is a financial advisor working out of Ames, Iowa with a total of 15 years of relevant experience. Philips is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Philips has gained experience at Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Philips has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm operating out of New York, NY. It has offices in 136 locations and a total of 1,235 advisors. It controls $31 billion in assets among its 76,892 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 customer accounts, 62% are held by high-net-worth individuals who have more than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the type of financial services offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paige Philips Work History
Paige has been registered as a financial advisor for 15 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paige Philips 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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