Phillip Washington, financial advisor Dallas TX

Phillip Washington

CRD Number: 5026394
Current Firm: Stone Hill Wealth Management, LLC

Phillip Washington (CRD# 5026394) is an Investment Advisor Representative working at Stone Hill Wealth Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Stone Hill Wealth Management, LLC Grand Prairie, TX Feb 2016 - Current 8
7th Harvest Investments Richardfson, TX May 2014 - Jun 2016 2
Northwestern Mutual Investment Services, LLC Dallas, TX Jun 2012 - May 2014 1
Northwestern Mutual Investment Services, LLC Dallas, TX Jan 2011 - May 2014 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2006 - May 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Phillip C. Washington
Phone Number: (469) 608-1457
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $112,711
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

TX

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