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Michael Anthony Phillips

Investment adviser representative at Verus Capital Partners, LLC
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm 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

7 years in the industry.

  1. Verus Capital Partners, LLCJan 2017 to now
  2. Securities America, Inc.Jan 2017 to Oct 2020
  3. J. W. Cole Advisors, Inc.May 2013 to Jan 2017
  4. J.W. Cole Financial, Inc.May 2013 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Verus Capital Partners, LLC

$2.3BAssets managed
5,642Clients
47Advisers
12 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
5870548
Firm CRD
151568
Advisor's SEC record (opens in a new tab)
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