Dawson Robert Phillips
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMay 2025 to now
- Jd Phillips & AssociatesSep 2023 to now
- Independent Financial Group, LLCSep 2023 to May 2025
- Mass AppealApr 2022 to Aug 2023
- Meridian School DistrictMar 2022 to Jun 2022
- Ski ButlersOct 2021 to Jan 2022
- Self EmployedJun 2021 to Sep 2021
- Ace General StoreMay 2020 to Aug 2020
- Gonzaga ItsSep 2018 to May 2021
- Bellingham Golf & Country ClubMay 2016 to Aug 2018
- StudentSep 2013 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7807938
- Firm CRD
- 6413