Ernie Phillips
Portfolio Manager-Aktien bei Resource Consulting Group, Inc.
Profil
Mr. Ernest E.
Phillips, Jr., is a Wealth Advisor & Shareholder at Resource Consulting Group, Inc. He joined the firm in September 2002.
He has over 14 years of experience working with clients on their financial planning and investment management needs.
As a Wealth Advisor, he is involved in the creation, implementation, and monitoring of financial plans, and the investment management of client portfolios.
He brings years of experience and a well-rounded background to the firm.
He has held several licenses in the areas of securities and insurance.
In addition, he is a member of The Financial Planning Association and the FPA of Central Florida.
Mr. Phillips received his bachelor’s degree in Finance with Honors from Northeastern Illinois University.
He earned his Certified Financial Planner certification in January 2006.
Aktive Positionen von Ernie Phillips
| Unternehmen | Position | Beginn |
|---|---|---|
Resource Consulting Group, Inc.
 Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Portfolio Manager-Aktien | 01.09.2002 |
Ausbildung von Ernie Phillips
| Northeastern Illinois University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Finance |
