Christopher Phillips is a CFA-designated registered investment advisor, based in Trussville, AL, with 18 years of industry experience.
Location
198 Main Street, Suite 100, Trussville, AL, 35173
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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
Christopher conducts investment advisory activities through TrueWealth Advisors, where he works full-time. He is also an independent insurance agent offering life, disability, and long-term care insurance as part of his financial planning services, and serves as a notary public. Christopher also has an interest in Southern Property Management LLC, though the business is no longer operating.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Truewealth Advisors, LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Highland Associates INC
State Registrations12 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.