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James Porter Phillips

CORPORATE FINANCIAL SOLUTIONS, INC.·IRONDALE, Alabama
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4365 CRESCENT ROAD, IRONDALE, AL 35210CRD# 6062995Firm CRD# 155572
01

About

James Porter Phillips is a registered financial advisor based in IRONDALE, Alabama, affiliated with CORPORATE FINANCIAL SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
03

Firm Overview

Firm
CORPORATE FINANCIAL SOLUTIONS, INC.
CORPORATE FINANCIAL SOLUTIONS, INC.
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CORPORATE FINANCIAL SOLUTIONS, INC. →
Services
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6062995
Firm CRD# 155572
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Porter Phillips offer?
James Porter Phillips specializes in Investment Management, Wealth Management. Contact their office in IRONDALE, Alabama for a consultation.
What are James Porter Phillips's credentials?
James Porter Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Porter Phillips located?
James Porter Phillips is based in IRONDALE, Alabama, working with CORPORATE FINANCIAL SOLUTIONS, INC.. Their office serves clients in the IRONDALE metropolitan area and surrounding communities.
How does James Porter Phillips charge for services?
James Porter Phillips's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORPORATE FINANCIAL SOLUTIONS, INC.?
CORPORATE FINANCIAL SOLUTIONS, INC. has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IRONDALE
Benjamin Freeman Hayley — CORPORATE FINANCIAL SOLUTIONS, INC.Tom Murray Cobb — CORPORATE FINANCIAL SOLUTIONS, INC.Phillip Alan Blankenship — CORPORATE FINANCIAL SOLUTIONS, INC.Barbara Lynne Medley — CORPORATE FINANCIAL SOLUTIONS, INC.Rachel Miller Dodson — CORPORATE FINANCIAL SOLUTIONS, INC.
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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