Eric Boyd Philips
Investment adviser representative at Prime Capital Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$39.1BFirm 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 feePerformance-basedOther
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
10 years in the industry.
- Prime Capital FinancialMar 2025 to now
- Private Client ServicesMar 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Mar 2025
- Sugarloaf Wealth ManagementJun 2024 to Mar 2025
- Triad AdvisorsJun 2024 to Aug 2024
- UnemployedMar 2024 to May 2024
- A Better Financial Group, Inc.Jul 2023 to Mar 2024
- Commonwealth Financial NetworkJul 2023 to Feb 2024
- J.P. Morgan Securities LLCJul 2021 to Jun 2023
- JPMorgan Chase Bank, N.A.Jul 2021 to Jul 2022
- M Holdings Securities, Inc.Dec 2019 to Jul 2021
- Nease Lagana Eden & CulleyDec 2019 to Jul 2021
- Lindner Capital Advisors, IncJul 2018 to Dec 2019
- UnemployedJun 2018 to Jun 2018
- Joyn Advisors, Inc.Oct 2016 to May 2018
- Securian Financial Services, Inc.Oct 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (GA, KS).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 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
- 6293893
- Firm CRD
- 288712