Andrew M Phillips

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2015 → 02/2017
  Live Nation
  Washington, DC
• 02/2017 → 09/2017
  Foresters Financial Services
  Silver Spring, MD
• 09/2017 → 02/2019
  Foresters Financial Services
  Silver Spring, MD
• 03/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Severna Park, MD
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Severna Park, MD

Other Businesses

Outside Employment; River Hills Consulting Services, LLC; Financial advisor; Manage advisory business; 740 Centre View Blvd, 5th Floor, Crestview Hills, KY, 41017; Investment-Related; 05/28/2025; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-21
• S63 Uniform Securities Agent State Law Examination
  2017-04-07

Other Names

• Andrew Phillips
• Andrew Michael Phillips