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Ronald Phillips

Advisor at Century Investments

Updated today
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Firm

Century Investments

Location

Pueblo, CO 81008

Credentials

Series 66

Industry experience

25 years

About

Ronald Phillips is a financial advisor at Century Investments in Pueblo, Colorado, with 25 years of industry experience. He holds the Series 66 designation and has worked at Evergrowth Holdings, Inc. and Century Securities Associates, Inc. Prior to his current role, he was involved with Evergrowth Media, LLC, where he publishes a monthly paper. Century Investments primarily manages pooled investment vehicles and institutional assets, offering non-discretionary asset management alongside financial planning and consulting services. The firm’s investment approach integrates fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerance, employing methods such as covered-call option overlays with client approval.

Client services

Based on Century Investments

Financial planning Portfolio management

Expertise

Based on Century Investments

Options & derivatives strategies Debt management Cash flow / budgeting General retirement planning

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.70% annually Over $5,000,000+: 0.50% annually

Project-based

$225 per hour for financial planning

Location

2099 W. Us Highway 50 #130 C

Pueblo, CO 81008

Most active in

Colorado

Work history

Evergrowth Holdings, Inc. DBA Century Investments

2019 - Present (7 years)

Evergrowth Media, LLC

2017 - Present (9 years)

Evergrowth Holdings, Inc.

2006 - 2019 (13 years)

Century Securities Associates, Inc.

2003 - 2019 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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