Catherine Gill

Employer firm

Phillips And Company Advisors LLC CRD 167214

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FOUNDATION AND ENDOWMENT CONSULTING

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

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

Current Employers

Employment History

• 01/2017 → 04/2018
  Hd Vest Investment Services
  Fort Worth, TX
• 07/2014 → 08/2022
  Mesch Mcbride, Pllc
  Fort Worth, TX
• 06/2017 → 04/2018
  Hdvest Advosry Investment Services
  Ft Worth, TX
• 04/2018 → 09/2022
  Commonwealth Financial Network
  San Diego, CA
• 09/2022 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 03/2023 → 01/2025
  M Holdings Securities, Inc.
  Portland, OR
• 02/2025 → Present
  Phillips And Company Advisors Llc
  Portland, OR

Previous Registrations

• 2023-04-02 → 2025-01-21
  M Holdings Securities, Inc.
  Portland, OR
• 2022-09-26 → 2023-03-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 2018-04-30 → 2022-09-08
  Commonwealth Financial Network
  Fort Worth, TX
• 2017-06-02 → 2018-05-01
  Avantax Advisory Services
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-03-30

Other Names

• Catherine Bayman
• Catherine Frances Bayman