Phillip Smith
CRD Number: 6769937
Current Firm: Cetera Investment Advisers LLC
Compensation Model: Both
Phillip Smith (CRD# 6769937) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Eugene, OR and has over 2 years of experience in the finance industry.
Phillip graduated with a Bachelor of Arts from University of Oregon, Magna Cum Laude in 2015.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 3 |
| Oregon Community Credit Union | Eugene, OR | Apr 2023 - Mar 2024 | < 1 |
| Pacific Benefit Consultants, Inc. | Eugene, OR | Nov 2015 - Dec 2023 | 8 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Jun 2023 | 2 |
| Voya Financial Advisors | Eugene, OR | Mar 2017 - Jun 2021 | 4 |
| Robert Half / Office Team | Eugene, OR | Aug 2015 - Nov 2015 | < 1 |
| Olive Garden | Eugene, OR | Aug 2012 - Sep 2015 | 3 |
| University Of Oregon, Dept Of Physiology | Eugene, OR | Sep 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- OR
- TX
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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
PBC Insurance is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.
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