Jeffrey Phillips is a registered investment advisor, based in Greensboro, NC, with 39 years of industry experience.
Location
1301 W Wendover #C, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey sells life insurance and fixed annuities through Financial Independence Group (FIG) and SouthCap Brokerage Group LLC, dedicating a few hours per week to each. He also serves as an investment advisor with Securities America Advisors, spending about a quarter of his time on this role, and is a board member for two charter schools.
Employment History
Current Registrations
Maplewood Investments, INC.Broker
Blueprint Financial Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.