COLIN FREDERICK PHILIPS is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with CAST MEMBER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAST MEMBER FINANCIAL LLC | 2024-05-30 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2022-11-15 | 2023-10-10 | — |
| AE WEALTH MANAGEMENT, LLC | 2021-12-13 | 2022-05-06 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2018-07-10 | 2021-12-22 | — |
| CHARLES SCHWAB & CO., INC. | 2016-03-15 | 2018-07-10 | — |