Phillip Caballero (CRD# 4272433) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Lake Quivira, KS and has over 22 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vp Distributors LLC | Lake Quivira, KS | Dec 2022 - Current | 1 |
| Virtus Investment Partners | Lake Quivira, KS | Nov 2022 - Current | 1 |
| Apollo Global Management | New York, NY | Mar 2022 - Sep 2022 | < 1 |
| Griffin Capital Corporation | Phoenix, AZ | May 2019 - Feb 2022 | 2 |
| Pmc Properties I | Overland Park, KS | Apr 2006 - Mar 2021 | 14 |
| Pmc Properties Ii | Kansas City, MO | Aug 2007 - Feb 2020 | 12 |
| Foresters Financial Services | Edison, NJ | Dec 2017 - May 2019 | 1 |
| Campbell & Company, Inc, | Baltimore, MD | Mar 2012 - Sep 2017 | 5 |
| Campbell Financial Services | Baltimore, MD | Mar 2012 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CT
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Total Assets Under Management47,757MILLIONS
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Total Number of Accounts82ACCOUNTS
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Average Account Value$582,407,291
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, MA, NY, TX
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