Richard Phillips

from Phillips Financial
SEC regulated
Regulated Investment Advisor
Richard Phillips is a financial advisor based in Indiana, Fort Wayne, with 43 years of experience. Richard currently works for Phillips Financial. Richard 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Richard Phillips works at Phillips Financial
Phillips Financial is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $1,743,392,135 of assets under management and employs about 31 people. Phillips Financial uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
6920 Pointe Inverness Way, Suite 230, Fort Wayne, Indiana, 46804

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting