Paige Phillips
Paige Phillips is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Arlington, TX, with 5 years of industry experience. Paige 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
504 W Main St Ste 101, Arlington, TX, 76010
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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
Paige is an insurance agent selling life, health, disability, annuities, and long-term care products, and is also an associate planner at Coble Cravens Investment and Insurance, spending nearly full-time supporting lead advisors. Additionally, Paige owns Arlington Storks & More, a sign rental business, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Raymond James Financial Services, INC.Broker
Quest Capital Management, INC.
State Registrations1 state
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