AP
AP

Andy B Phillips

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K
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Location

510 N Humphreys St, Flagstaff, AZ, 86001

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History

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.

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Other Business ActivitiesSells Insurance

Andy provides insurance products for individuals, retirement plans, and group benefit/employee compensation plans through Benefit and Financial Strategies. He also works as a consultant for Young and Associates Inc. and Arizona Federal Credit Union, and owns Great Outdoor Photography and APCONSULTINGNOW LLC.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 3 mos
Ameritas Investment Company, LLCBroker
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Ameritas Advisory Services
April 2021 - November 2021 · 7 mos
State Registrations4 states
AZCAMTTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.