Hugh B Phillips
Investment adviser representative at Allworth Financial, L.P.
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Allworth Financial, L.P.Feb 2019 to now
- Hanson Mcclain AdvisorsFeb 2019 to now
- Hanson Mcclain SecuritiesFeb 2019 to now
- Securities America Advisors, IncJun 2006 to Jan 2019
- Securities America, Inc.Nov 1995 to Jan 2019
- Hugh B Phillips - Insurance SalesJan 1988 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1816426
- Firm CRD
- 111167