Daniel
Phillips
Michels Family Financial, LLC
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About this Advisor
Daniel Phillips is a financial advisor based in Fort Worth, Texas, working with Michels Family Financial, LLC. Daniel has previously held positions at Prospera Financial Services Inc, Michels Family Financial, LLC, and Edward D. Jones & Co., L.P. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Daniel is part of Michels Family Financial, LLC, which operates out of Fort Worth, Texas. The firm has 1 office and 5 employees. The firm manages assets totaling $242.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, pension consulting services, and other services. The fee structure at Michels Family Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Michels Family Financial, LLC Brokerage Details
$242,586,844
5
1,116
$217,372
Investment Advisory Services
- Financial planning services
- Pension consulting services
- Other
Daniel Phillips Work History
Michels Family Financial, LLC
Prospera Financial Services Inc
Edward D. Jones & Co., L.P
Disclosures
Please visit the SEC profile of Daniel 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 Michels Family Financial, LLC
Fort Worth, TX
Fort Worth, TX
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