Jeffrey Phillips
Jeffrey Phillips is a registered investment advisor at Private Advisor Group, LLC, based in Fairhope, AL, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
12 South Bancroft St., Fairhope, AL, 36532
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Jeffrey is affiliated with Phillips & Co Wealth Management and Private Advisor Group, LLC. He spends about 10-20% of his time with Private Advisor Group, a registered investment advisor.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
State Registrations8 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.