Dawson Phillips (CRD# 7807938) is an Investment Advisor Representative working at Independent Financial Group, LLC in Ferndale, WA and has 1 year of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 4769925
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Financial Group, LLC | Bellingham, WA | Sep 2023 - Current | < 1 |
Jd Phillips & Associates | Bellingham, WA | Sep 2023 - Current | < 1 |
Mass Appeal | New York, NY | Apr 2022 - Aug 2023 | 1 |
Meridian School District | Bellingham, WA | Mar 2022 - Jun 2022 | < 1 |
Ski Butlers | Park City, UT | Oct 2021 - Jan 2022 | < 1 |
Self Employed | Bellingham, WA | Jun 2021 - Sep 2021 | < 1 |
Gonzaga Its | Spokane, WA | Sep 2018 - May 2021 | 2 |
Student | Spokane, WA | Sep 2013 - May 2021 | 7 |
Ace General Store | Spokane, WA | May 2020 - Aug 2020 | < 1 |
Bellingham Golf & Country Club | Bellingham, WA | May 2016 - Aug 2018 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- WA
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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