Phillip Anthony Carbajal
Investment adviser representative at Nationwide Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$16.7BFirm assets
Are you Phillip Anthony Carbajal? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Nationwide Investment Advisors, LLCAug 2023 to now
- Nationwide Investment Services CorporationJul 2023 to now
- Missionsquare Invesment ServicesApr 2022 to Jul 2023
- Voya Financial AdvisorsMay 2021 to Apr 2022
- Voya Financial Advisors, Inc.Jan 2018 to Apr 2021
- Cambridge Investment Research Advisors, Inc.Mar 2017 to Jan 2018
- Cambridge Investment Research, Inc.Mar 2017 to Jan 2018
- LPL Financial, LLCMay 2015 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
Nationwide Investment Advisors, LLC
$16.7BAssets managed
251,223Clients
394Advisers
30 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
- 6338175
- Firm CRD
- 142373