Phillip
Flores
Equitable Advisors, LLC
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About this Advisor
Phillip Flores is a financial advisor based in Austin, Texas. Flores is currently employed by Equitable Advisors, LLC. The advisor has gained experience at Equitable Advisors, Texas State University, Jordan Ford, Austin Community College, Central Catholic High School and San Antonio Public Library. Flores holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Texas. Equitable Advisors, LLC is a firm based out of New York, NY. The firm has offices in 885 locations and a total of 5,251 employees. It handles $25 billion in assets among its 75,222 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 177 charitable organizations. Of its 75,222 customer accounts, 42% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company offers a number of services, such as 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. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types charged by Equitable Advisors, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
Phillip Flores Work History
Phillip has been registered as a financial advisor for 0 years.*
Equitable Advisors
Jordan Ford
Texas State University
Austin Community College
San Antonio Public Library
Central Catholic High School
*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 Phillip Flores 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 Equitable Advisors, LLC
Stamford, CT
Irvine, CA
Trussville, AL
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Dallas, TX
New York, NY
Selma, AL
Shelton, CT
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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