Advisor at Creative Financial Designs, Inc.
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Firm
Creative Financial Designs, Inc.
Location
Cookeville, TN 38501
Credentials
Series 63, Series 65
Industry experience
25 years
Daryl Phillips is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Financial Designs since 2017, alongside prior roles at Diamond Financial Group and CFD Investments, Inc. Phillips is also an independent insurance agent specializing in life insurance and annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactical management, including Biblical Responsible Investing options.
Based on Creative Financial Designs, Inc.
Based on Creative Financial Designs, Inc.
$0 - $25,000: Higher tiered fees or alternative holdings for smaller accounts in Best In Class strategy (implied higher fees but no exact rate provided) $10,000+: Standard management fees (exact percentage not clearly stated in provided excerpt)
Hourly fees for financial planning and consulting services (exact rates not specified in provided excerpt)
Account minimum: $10,000
228 E Broad St, Suite 100
Cookeville, TN 38501
Tennessee
Creative Financial Designs, Inc.
2017 - Present (9 years)
Diamond Financial Group
2008 - Present (18 years)
CFD Investments, INC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Cookeville, TN
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Series 63
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ChFC®, Series 65
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Series 63, Series 65
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Southland Equity Partners, LLC.
Series 63, Series 65
Cookeville, TN
Csenge Advisory Group, LLC
Series 66
Cookeville, TN
Csenge Advisory Group, LLC
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