Craig Scott Phillips

Gründer bei Client 1st Advisory Group LLC

Finance

Consumer Services

Aktive Positionen von Craig Scott Phillips

Unternehmen	Position	Beginn	Ende
Client 1st Advisory Group LLC Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations.	Präsident	01.01.2022	-
	Gründer	01.03.2013	-
	Vorstandsvorsitzender	01.03.2013	01.01.2022

Unternehmen	Position	Beginn	Ende
Bank of New York (New York Branch) Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK)	Corporate Officer/Principal	-	-

Florida State University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Sektoral

Finance	3
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	2
Client 1st Advisory Group LLC Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations.	Finance
Bank of New York (New York Branch) Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK)	Finance

Private Unternehmen

Finance