Advisor at Valic Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valic Financial Advisors
Location
Jonesboro, AR 72401
Credentials
Series 66
Industry experience
14 years
Jeffery Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.
Based on Valic Financial Advisors
$0 - $250,000: 2.13% $250,001 - $500,000: 1.79% $500,001 - $1,000,000: 1.57% $1,000,001 - $3,000,000: 1.46% $3,000,001 - $5,000,000: 1.35% $5,000,001 - $15,000,000: 1.24% $15,000,001 - $25,000,000: 1.22% $25,000,001+: 1.20%
Financial Planning and Consulting Services available on a subscription basis (fees not specifically detailed in brochure).
Minimum fee: Envestnet assesses a minimum quarterly fee equal to one quarter of an annual minimum account fee of $150, if management/administration fees fall below this threshold.
1322 Stone Street
Jonesboro, AR 72401
Arkansas · Florida · Illinois · Kentucky · Louisiana · Mississippi · Missouri · Ohio · Washington
Agia
2022 - Present (4 years)
VALIC Financial Advisors
2011 - Present (15 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.
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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 63, Series 65, Series 66
Jonesboro, AR
Quraishi Wealth Management
Series 65, Series 66
Jonesboro, AR
Lasting Mark Retirement Group LLC
Series 66
Jonesboro, AR
Valic Financial Advisors
Series 63
Jonesboro, AR
Benjamin F. Edwards & Company, Inc.
CFP®, Series 63, Series 65
Jonesboro, AR
Valic Financial Advisors
Series 63, Series 66
Jonesboro, AR
Stephens
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