Aaron Phillips is a registered investment advisor, based in Holladay, UT, with 10 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6440 S Wasatch Boulevard, Suite 340, Holladay, UT, 84121
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2025 - Present · 1 yr 6 mos
Raymond James Financial Services Advisors, INC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Morgan Stanley
February 2016 - May 2025 · 9 yrs 3 mos
Morgan StanleyBroker
January 2016 - May 2025 · 9 yrs 4 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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