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Sharon Yvonne Allman

PHILLIPS CAPITAL ADVISORS, INC.·OKLAHOMA CITY, Oklahoma
SIE, Series 4, Series 7, Series 24, Series 66PHILLIPS CAPITAL ADVISORS, INC.
3401 NW 63RD ST. STE 500, OKLAHOMA CITY, OK 73116CRD# 4290600Firm CRD# 115758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sharon Yvonne Allman · OKLAHOMA CITY, OK
Registration
CRD #4290600 · PHILLIPS CAPITAL ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 66
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
PHILLIPS CAPITAL ADVISORS, INC.
CRD 115758 · SEC 801-66961
AUM
$589M
Regulatory assets under management
Employees
17
646 client accounts
Services offered by PHILLIPS CAPITAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PHILLIPS CAPITAL ADVISORS, INC. →
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Frequently Asked Questions

What services does Sharon Yvonne Allman offer?
Sharon Yvonne Allman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Sharon Yvonne Allman's credentials?
Sharon Yvonne Allman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Yvonne Allman located?
Sharon Yvonne Allman is based in OKLAHOMA CITY, Oklahoma, working with PHILLIPS CAPITAL ADVISORS, INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Sharon Yvonne Allman charge for services?
Sharon Yvonne Allman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILLIPS CAPITAL ADVISORS, INC.?
PHILLIPS CAPITAL ADVISORS, INC. has approximately 17 employees and manages $589M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PHILLIPS CAPITAL ADVISORS, INC.

Thompson Sylvester Phillips
OKLAHOMA CITY, OK
Karen Le'ellen Coker
OKLAHOMA CITY, OK

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