Christopher Ryan Phillips
Investment adviser representative at Truewealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$547.5MFirm 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 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
15 years in the industry.
- Cetera Wealth Services, LLCFeb 2025 to now
- Truewealth Advisors, LLCFeb 2024 to now
- Concourse Financial Group Securities IncFeb 2024 to Feb 2025
- Concourse Financial Group Securities IncMay 2011 to Jan 2024
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AL).
Truewealth Advisors, LLC
$547.5MAssets managed
1,104Clients
14Advisers
7 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
- 5057339
- Firm CRD
- 298838