Philip Eubank
Investment adviser representative at Ameriprise Financial Services, LLC
32 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
32 years in the industry.
- Ameriprise Financial Services, LLCDec 2025 to now
- Cetera Investment Advisers LLCSep 2025 to Dec 2025
- Cetera Wealth Services, LLCSep 2025 to Dec 2025
- On-site Relocation IncJul 2005 to Nov 2022
- Medical/dental InsuranceDec 2001 to Dec 2025
- Pe Financial GroupDec 2001 to Dec 2025
- Avantax Advisory ServicesJun 1995 to Sep 2025
- Avantax Insurance Agency, LLCNov 1994 to Sep 2025
- Health InsuranceJan 1994 to Dec 2025
- Avantax Investment Services, Inc.Jul 1993 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NV).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 2377765
- Firm CRD
- 6363