Phillip Pickett
Phillip Pickett is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Birmingham, AL, with 21 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
2031 11th Ave S, Birmingham, AL, 35205
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business Activities
Phillip has several outside business activities, including partial ownership in PW Property Maintenance LLC, VFPR LLC, EBS Strategies LLC, Five Points Partners LLC, and Smuteye Plantation LLC. He also serves as a director for Mitchell's Place and a board member for Ronald McDonald House Charities of Alabama, and dedicates about half his time to assisting financial reps with BOLI and COLI sales/implementation at EBS Strategies LLC.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 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.