Kevin Phillips (CRD# 6950930) is an Investment Advisor Representative working at Primerica Advisors in New Philadelphia, OH and has 1 year of experience in the finance industry.
CRD# 2831585
Citizens Securities, Inc.
CRD# 5039412
Edward Jones
CRD# 3119298
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | New Philadelphia, OH | Jul 2018 - Current | 5 |
| Primerica Financial Services | New Philadelphia, OH | Feb 2018 - Current | 6 |
| Primerica | Louisville, OH | Feb 2018 - Current | 6 |
| Stark Count Ed Service Center | Canton, OH | Jan 2018 - Current | 6 |
| Alliance City Schools | Alliance, OH | Aug 2016 - Jan 2018 | 1 |
| Akron Public Schools | Akron, OH | Aug 2015 - Aug 2016 | 1 |
| Tusky Valley Schools | Zoarville, OH | Feb 2015 - Aug 2015 | < 1 |
| Akron Public Schools | Akron, OH | Aug 2014 - Feb 2015 | < 1 |
| United Local Schools | Hanoverton, OH | Feb 2014 - Aug 2014 | < 1 |
- OH
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.