Catherine Gill
Investment adviser representative at Phillips and Company Advisors LLC
12 yearsExperience
2 statesRegistered in
$2.7BFirm assets
14 yearsFirm in business
Are you Catherine Gill? 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 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
12 years in the industry.
- Phillips and Company Advisors LLCFeb 2025 to now
- M Holdings Securities, Inc.Mar 2023 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Mar 2023
- Commonwealth Financial NetworkApr 2018 to Sep 2022
- Hdvest Advosry Investment ServicesJun 2017 to Apr 2018
- Hd Vest Investment ServicesJan 2017 to Apr 2018
- Mesch Mcbride, PllcJul 2014 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 6371093
- Firm CRD
- 167214