Eric
Philips
Prime Capital Financial
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About this Advisor
Eric Philips is a financial advisor based in Leawood, Kansas, working with Prime Capital Financial. Eric has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Securian Financial Services, Inc, Joyn Advisors, Inc, A. P. C. & E. Co, Lindner Capital Advisors, Inc, M Holdings Securities, Inc, Nease Lagana Eden & Culley, Jp Morgan Securities LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Commonwealth Financial Network, A Better Financial Group, Inc, Triad Advisors, Osaic Wealth, Inc, Prime Capital Financial, Sugarloaf Wealth Management, and Private Client Services. Eric has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Kansas. Currently, Eric is part of Prime Capital Financial, which operates out of Leawood, Kansas. The firm has 77 offices and 385 employees. Prime Capital Financial manages assets totaling $30.1 billion and serves both charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Financial includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prime Capital Financial Brokerage Details
$30,111,066,570
385
44,399
$678,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Eric Philips Work History
Prime Capital Financial
Private Client Services
Osaic Wealth, Inc
Sugarloaf Wealth Management
Triad Advisors
Commonwealth Financial Network
A Better Financial Group, Inc
J.P. Morgan Securities LLC
Jp Morgan Securities LLC
Jpmorgan Chase Bank, N.A
M Holdings Securities, Inc
Nease Lagana Eden & Culley
Lindner Capital Advisors, Inc
Wells Fargo Advisors, LLC
Securian Financial Services, Inc
Joyn Advisors, Inc
A. P. C. & E. Co
Wells Fargo Bank Na
Disclosures
Please visit the SEC profile of Eric Philips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prime Capital Financial
Leawood, KS
Leawood, KS
Royal Oak, MI
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Flower Mound, TX
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