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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-11 |
| MI | RA | APPROVED | 2023-01-11 |
| MS | RA | APPROVED | 2023-01-11 |
| WI | RA | APPROVED | 2023-01-11 |
| KS | RA | APPROVED | 2021-04-01 |
| OH | RA | APPROVED | 2021-03-31 |
| NV | RA | APPROVED | 2019-12-20 |
| ND | RA | APPROVED | 2019-12-16 |
| ID | RA | APPROVED | 2019-12-13 |
| HI | RA | APPROVED | 2019-12-12 |
| IN | RA | APPROVED | 2019-12-12 |
| PA | RA | APPROVED | 2019-12-12 |
| MA | RA | APPROVED | 2018-09-24 |
| CA | RA | APPROVED | 2014-01-02 |
| IA | RA | APPROVED | 2014-01-02 |
| MN | RA | APPROVED | 2014-01-02 |
| MT | RA | APPROVED | 2014-01-02 |
| NC | RA | APPROVED | 2014-01-02 |
| TX | RA | APPROVED | 2014-01-02 |
| WA | RA | APPROVED | 2014-01-02 |
| OR | RA | APPROVED | 2013-11-06 |
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 | 06/1999 | 03/2025 |
| Phillips And Company Advisors Llc | Portland | OR | 11/2013 | Present |
Name: West Linn Youth Football This is not investment related Board membership which directs management for youth football league Position: Treasurer Start date: 07/01/2019 5 hours per month 0 hours during trading hours Maintain budget and accounts. Attend board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-10 |
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