Benjamin Phillips

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 02/2018
  3W Aig Fin
  Evansville, IN
• 01/2017 → 12/2017
  Monsanto
  Remington, IN
• 10/2016 → 01/2017
  Ups
  Lafayette, IN
• 05/2016 → 10/2016
  Unemployed
  Rensselaer, IN
• 02/2018 → 10/2018
  Royal Alliance
  Evansville, IN
• 11/2018 → 09/2021
  Valic Financial Advisors, Inc.
  Carmel, IN
• 11/2021 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2018-12-19 → 2021-10-05
  Valic Financial Advisors, Inc.
  Evansville, IN
  Carmel, IN

Exams

• S66 Uniform Combined State Law Examination
  2018-12-19
• S63 Uniform Securities Agent State Law Examination
  2018-03-19

Other Names

• Benjamin Phillips
• Ben Phillips