Jeffrey Phillips
Jeffrey Phillips is a registered investment advisor at Private Advisor Group, LLC, based in Fairhope, AL, with 35 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
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.
Exams
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