Sean Phillips is a CFA-designated registered investment advisor, based in Des Moines, IA, with 9 years of industry experience.
Location
4140 Grand Ave, Des Moines, IA, 50312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is an advisory representative of a Registered Investment Advisor (RIA), spends a significant amount of time on financial services through Vision Financial Group, and is a W2 employee with Financial Integrators. He also serves on the board of A Village Green Montessori and Taste for Kids, LLC, is a notary public, and a consultant for Tonality Brewing Company.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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