Paige
Phillips

Cetera Advisor Networks LLC

CRD#6657786
Investment Advisor
in Arlington, TX

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About this Advisor

Paige Phillips is a certified financial planner operating out of Arlington, Texas who has 2 years of industry experience. Phillips is on the advisory team at Cetera Advisor Networks LLC. Throughout their career, Phillips has worked at Texas Tech University, Quest Capital Management, Student, Pantego Camp Thurman, Pantego Christian Academy, Coble Cravens Investments And Insurance and Cetera Advisor Networks. Phillips holds a Series 63 license, designating them as a securities broker, and is registered to operate in Texas. Cetera Advisor Networks LLC is a financial advisory company based in El Segundo, CA. It has offices in 889 locations and a total of 2,881 people on staff. It handles $47 billion in assets among its 192,956 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 664 charitable organizations. Of its 192,956 accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets. Cetera Advisor Networks LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually depend on the financial services. However, fees billed by Cetera Advisor Networks LLC likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

504 W Main St Ste 101
Arlington, TX 76010

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

TX Average: $7,578,581,321
Total Number of Employees

2,881

TX Average: 43
Total Number of Accounts

192,956

TX Average: 3,727
Average Account Size

$241,772

TX Average: $2,033,427

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
  • Educational seminars/workshops

Paige Phillips Work History

Paige has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Coble Cravens Investments And Insurance

2021 - Present (3 years)

Cetera Advisor Networks

2018 - 2021 (3 years)

Quest Capital Management

2017 - 2017 (< 1 year)

Quest Capital Management

2016 - 2018 (2 years)

Texas Tech University

2016 - 2016 (< 1 year)

Quest Capital Management

2016 - 2017 (1 year)

Student

2014 - 2016 (2 years)

Student

2010 - 2017 (7 years)

Pantego Camp Thurman

2001 - 2014 (13 years)

Pantego Christian Academy

*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 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 Cetera Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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