Phillip Evans

Vice President, Wealth Advisor

24 Years of Industry Experience

Phillip is a LPL Financial Advisor with Sovereign Wealth Advisors. Managing your wealth entails more than making your investments grow. It also means making them produce the right outcomes for you. Phillip is dedicated to helping you achieve those outcomes. Receiving skilled financial advice allows you to realize the full potential of your wealth. Phillip has worked in the financial industry since 1995. Having an intelligent philosophy and objectivity have earned Phillip the respect and admiration of his clients and associates.

Education

Level one CFA
University of Houston, MBA in Finance
Texas A&M University, Bachelor of Science

Professional Certificates, Associations, Awards & Registrations

Experience with Sanders, Morris, and Harris as an Institutional Equity Advisor
Experience with Morgan Keegan as an Investment Advisor

Community

Dedicated and active church member, husband, and father

State Securities Law Exam

Series 65 – Uniform Investment Adviser Law Examination
Series 63 – Uniform Securities Agent State Law Examination

General Industry/Products Exam

Series 31 – Futures Managed Funds Examination
Series 7 – General Securities Representative Examination
Series 6 – Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26 –Investment Company Products/Variable Contracts Principal Examination

State Registrations

District of Columbia, Indiana, Massachusetts, South Carolina, Texas, Virginia

SRO Registrations

FINRA

Additional Licenses & Registrations

Life, Health and Variable Annuities Insurance License, Texas