WILLIAM ANTHONY PHILLIPS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2025-12-02 | present | Yes |
| PHILLIPS FINANCIAL STRATEGIES LLC | 2019-10-23 | 2026-03-30 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2014-10-03 | 2019-12-26 | — |
| EQUITABLE ADVISORS, LLC | 2008-05-05 | 2014-10-01 | — |