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John David Phillips

PROVIDENCE EQUITY PARTNERS L.L.C.·PROVIDENCE, Rhode Island
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50 KENNEDY PLAZA, 18TH FLOOR, PROVIDENCE, RI 02903CRD# 3268941Firm CRD# 155678
01

About

John David Phillips is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with PROVIDENCE EQUITY PARTNERS L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PROVIDENCE EQUITY PARTNERS L.L.C.
PROVIDENCE EQUITY PARTNERS L.L.C.
AUM
$24.6B
Regulatory assets under management
Employees
143
Total firm employees
View all advisors at PROVIDENCE EQUITY PARTNERS L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3268941
Firm CRD# 155678
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John David Phillips offer?
John David Phillips specializes in Retirement Planning. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are John David Phillips's credentials?
John David Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Phillips located?
John David Phillips is based in PROVIDENCE, Rhode Island, working with PROVIDENCE EQUITY PARTNERS L.L.C.. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does John David Phillips charge for services?
John David Phillips's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENCE EQUITY PARTNERS L.L.C.?
PROVIDENCE EQUITY PARTNERS L.L.C. has approximately 143 employees and manages $24.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
SMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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