Craig Scott Phillips

Current Employers

Employment History

• 12/1997 → Present
  Client First Advisors, Inc.
  Clearwater, FL

Previous Registrations

• 2013-05-31 → 2016-12-31
  Client 1St Advisory Group
  Dunedin, FL
• 2001-07-12 → 2013-06-07
  Client 1St Advisory Group
  Clearwater, FL

Other Businesses

1.CLIENT 1ST ADVISORS, INC. 611 DRUID RD E #707-CLEARWATER FL 33756, INVEST-RELATED:YES. RIA (SEC) & FINANCIAL PLANNING. MANAGING PARTNER. 12/98 (RIA 6/01). APPROX 50+ HRS/MTH. 27 HRS DURING TRADING HRS. 2.INDEPENDENT INS AGENT/FIXED INS SALES, 611 DRUID RD E.#707,CLEARWATER FL 33758. INVEST-RELATED:YES. FIXED & VARIABLE INS SALES. AGENT OR GENERAL AGENT. 1990. APPROX 10 HRS/MTH. 10 HRS DURING TRADING. INS PROGRAM ANALYSIS,RECOMMENDATIONS & SALES. 3.NUCCI IRREVOCABLE TRUST; BUSINESS RELATED; 4502 OLD ORCHARD DRIVE, TAMPA FLORIDA 33618; IRREVOCABLE TRUST; TRUSTEE; 7/31/2012; <1 HOUR/MONTH; <1 DURING BUSINESS HOURS; 4.Autism Inspired Academy; Not investment related;11225 US 19 N Clearwater, FL. 33764; School for autistic students; Chairman Board of Directors; 1/1/2023; less than 4 hours; 0 hours on academy during trading hours. Duties: Chair Board meetings, promote the school in the community, attend events (fundraisers, graduation, etc.)

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-02

Designations