Christopher Ryan Phillips

Current Employers

Employment History

• 05/2011 → 01/2024
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 02/2024 → Present
  Truewealth Advisors Llc
  Birmingham, AL
• 02/2024 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Trussville, AL

Previous Registrations

• 2011-05-12 → 2024-02-17
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
  Trussville, AL
• 2010-08-31 → 2011-05-10
  Ameriprise Financial Services, Llc
  Birmingham, AL
• 2009-06-01 → 2010-07-15
  Morgan Stanley
  Birmingham, AL
• 2007-10-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Birmingham, AL
• 2006-01-18 → 2006-02-09
  Highland Associates Inc
  Birmingham, AL

Other Businesses

TRUEWEALTH ADVISORS; Investment Related; 198 Main Street, Suite 100, Trussville, AL 35173; RIA; Advisor; Start Date 02/2024; 400 hours per month; Majority of hours take place during trading hours; I conduct my investment advisory activities through this RIA. >> INDEPENDENT INSURANCE AGENT; Investment Related; 198 Main Street, Suite 100, Trussville, AL 35173; Insurance; Producer; Start Date 01/2024; I offer and provide life, disability and long-term care insurance as part of my financial planning services. >> NOTARY; Non-Investment Related; 198 Main Street, Suite 100, Trussville, AL 35173; Other; Notary; Start Date 05/2024; 1 hour or less monthly; I serve as a Notary Public for the State of Alabama at Large. >> SOUTHERN PROPERTY MANAGEMENT LLC; Non-Investment Related; Hoover, AL 35226; Real Estate; 09/1999; Non hours per month; This business no longer operating but the entity has not been dissolved.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-11

Designations

Other Names

• Chris Phillips