Michael Frank Goodrich
Investment adviser representative at Phillips and Company Advisors LLC
31 yearsExperience
16 statesRegistered in
$2.7BFirm assets
14 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 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
Experience
31 years in the industry.
- Phillips and Company Advisors LLCNov 2013 to now
- Phillips & Company Securities Inc.Feb 1995 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 16 states (AZ, CA, CO, GA, IN, KY, LA, MA, MD, MN, MO, NC, OR, TX, WA, WI).
Phillips and Company Advisors LLC
$2.7BAssets managed
1,273Clients
13Advisers
14 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
- 2601331
- Firm CRD
- 167214