CP
Craig Phillips
from Client 1st Advisory Group
Craig Phillips is a financial advisor based in Florida, Clearwater,
with 32 years of experience. Craig currently works for
Client 1st Advisory Group.
Craig maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Craig Phillips works at Client 1st Advisory Group
Client 1st Advisory Group is a financial advisory firm based in Clearwater, Florida. It currently has approximately $286,298,912 of assets under management and employs about 6 people. Client 1st Advisory Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
611 Druid Road E., Suite 707, Clearwater, Florida, 33756
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