Kristopher Phillips
Kristopher Phillips is a registered investment advisor at Cetera Investment Advisers LLC, based in Sarasota, FL, with 13 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1689 2nd St, suite 311, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
Regulatory
January 2015Other Business Activities
Kristopher owns Agave Properties LLC, a property management company, dedicating minimal time to owning rental properties. He also owns Fairway Wealth Management, providing brokerage and advisory services, which takes about a quarter of his time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations3 states
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