Christopher Phillips
Christopher Phillips is a registered investment advisor at World Investment Advisors, LLC, based in San Mataeo, CA, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
1850 Gateway Drive, Ste 700, San Mataeo, CA, 94404
Get directionsHistory
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
Christopher is a licensed insurance agent for life and long-term care insurance since 2013, but is currently not selling. This activity requires minimal time.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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.