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Chandler Alan Phillips

INNOVATION PARTNERS LLC.·CHARLOTTE, North Carolina
SIE, Series 26, Series 63, Series 66, Series 79TOClean recordINNOVATION PARTNERS LLC.
5950 FAIRVIEW ROAD, CHARLOTTE, NC 28210CRD# 6855582Firm CRD# 146344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chandler Alan Phillips · CHARLOTTE, NC
Registration
CRD #6855582 · INNOVATION PARTNERS LLC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 26
Series 63
Series 66
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INNOVATION PARTNERS LLC.
CRD 146344 · SEC 801-78702
AUM
—
Regulatory assets under management
Employees
245
Total firm employees
Services offered by INNOVATION PARTNERS LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INNOVATION PARTNERS LLC. →
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Frequently Asked Questions

What services does Chandler Alan Phillips offer?
Chandler Alan Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Chandler Alan Phillips's credentials?
Chandler Alan Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chandler Alan Phillips located?
Chandler Alan Phillips is based in CHARLOTTE, North Carolina, working with INNOVATION PARTNERS LLC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Chandler Alan Phillips charge for services?
Chandler Alan Phillips's firm is compensated through percentage of aum, hourly charges, subscription fees, other: recurring fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INNOVATION PARTNERS LLC.?
INNOVATION PARTNERS LLC. has approximately 245 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INNOVATION PARTNERS LLC.

Peter Brown
CHARLOTTE, NC
Patrick Emanuel Sutherland
CHARLOTTE, NC
Jesse Michael Scudder-Cotherman
CHARLOTTE, NC
Laurie Simon Miller
CHARLOTTE, NC
Willie Stokes
CHARLOTTE, NC
Yanique Elaine Lawrence
CHARLOTTE, NC

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Nearby cities in North Carolina
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Research
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