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Phillips And Company Advisors LLC CRD 167214
$2.66B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-02-02 |
| IL | RA | APPROVED | 2017-01-26 |
| MT | RA | APPROVED | 2017-01-26 |
| WI | RA | APPROVED | 2017-01-26 |
| AZ | RA | APPROVED | 2014-01-09 |
| MI | RA | APPROVED | 2014-01-03 |
| AK | RA | APPROVED | 2014-01-02 |
| CA | RA | APPROVED | 2014-01-02 |
| IA | RA | APPROVED | 2014-01-02 |
| MN | RA | APPROVED | 2014-01-02 |
| TX | RA | APPROVED | 2014-01-02 |
| WA | RA | APPROVED | 2014-01-02 |
| OR | RA | APPROVED | 2013-12-12 |
Branch Locations
521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips & Company Securities Inc. | Portland | OR | 03/2001 | 03/2025 |
| Phillips And Company Advisors Llc | Portland | OR | 12/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-28 |
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