Kevin Michael Phillips
Investment adviser representative at Independent Advisor Alliance, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.2BFirm assets
Are you Kevin Michael Phillips? 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 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
9 years in the industry.
- Independent Advisor Alliance, LLCOct 2025 to now
- Council Family OfficeFeb 2025 to now
- Jefferson Parish Public Defenders OfficeDec 2024 to now
- Law Office of Kevin M. Phillips, LLCDec 2018 to now
- Advisor Resource Council LLCFeb 2025 to May 2025
- American Athletic ConferenceJun 2020 to Sep 2020
- Raymond James & Associates, Inc.Dec 2018 to Jan 2025
- Compass Capital MangementJun 2016 to Dec 2018
- Minnesota Life Insurance CoJun 2016 to Dec 2018
- Securian Financial Services IncJun 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (LA).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
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
- 6675704
- Firm CRD
- 168267