Michelle Lea Phillips

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2011 → 04/2020
  Horter Investment Management, Llc
  Rio Rancho, NM
• 09/2010 → 12/2023
  Oxford Wealth Advisors Llc
  Rio Rancho, NM
• 04/2020 → 06/2023
  Townsquare Capital
  Rio Rancho, NM
• 04/2023 → 02/2024
  Portside Wealth Group
  Provo, UT
• 06/2024 → Present
  Allworth Financial
  Albuquerque, NM
• 01/2024 → 05/2024
  Joanna Boothe State Farm Agency
  Rio Rancho, NM

Previous Registrations

• 2023-04-25 → 2024-03-21
  Portside Wealth Group, Llc
  Provo, UT
  Rio Rancho, NM
• 2020-04-14 → 2023-06-25
  Townsquare Capital, Llc
  Lehi, UT
  Rio Rancho, NM
• 2011-04-18 → 2020-05-26
  Horter Investment Management, Llc
  Rio Rancho, NM
  Cincinnati, OH
  Albuquerque, NM
  Santa Fe, NM
  Cedar Park, TX
• 2008-02-05 → 2009-12-16
  Wells Fargo Investments, Llc
  Albuquerque, NM
  Albuquerque, NM
  Bernalillo, NM
  Albuquerque, NM
  Bernalillo, NM
• 2000-08-08 → 2008-01-07
  Wells Fargo Clearing Services, Llc
  Albuquerque, NM
  Albuquerque, NM

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-02
• S63 Uniform Securities Agent State Law Examination
  1989-06-12

Other Names

• Michelle Garbercoffman
• Michelle L Garber
• Michelle Phillips
• Michelle Lea Garbercoffman
• Michelle Lea Coffman