Kevin Scott Phillips

Employer firm

Verus Capital Partners, LLC CRD 151568

$2.29B regulatory AUM

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

• 05/2013 → 01/2017
  J.W. Cole Financial, Inc.
  Phoenix, AZ
• 05/2013 → 01/2017
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 01/2017 → 10/2020
  Securities America, Inc.
  Phoenix, AZ
• 01/2017 → Present
  Verus Capital Partners, Llc
  Phoenix, AZ

Previous Registrations

• 2013-05-10 → 2017-02-07
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2010-06-07 → 2013-05-10
  Financial Advisers Of America, Llc
  Carlsbad, CA
  Carlsbad, CA
  Phoenix, AZ
• 2008-09-29 → 2010-05-21
  Woodbury Financial Services, Inc.
  Phoenix, AZ
  Paradise Valley, AZ
  Phoenix, AZ

Other Businesses

***DBA: Phillips Financial Services ***VERUS CAPITAL PARTNERS, LLC POSITION: advisor NATURE: Verus Capital Partners, LLC Position: IAR - Nature: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/02/2017 ADDRESS: 20819 n cave creek rd #101, phoenix AZ 85024 DESCRIPTION: advisory business

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-10
• S63 Uniform Securities Agent State Law Examination
  1988-01-21