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Conrad Phillips Email & Phone Number
Planning Advisor
at
Self Employed
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✓ Verified July 2026
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Profile completeness 86%
Current company
Role
Planning Advisor
Location
Huntersville, North Carolina, United States
Company size
Who is Conrad Phillips? Overview
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Quick answer
Conrad Phillips is listed as Planning Advisor at Self Employed, a with 681323 employees, based in Huntersville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Conrad Phillips.
Conrad Phillips previously worked as Planning Advisor at A4 Wealth Advisors, Llc and Financial Advisor at Dean Financial Llc. Conrad Phillips holds Bachelor Of Science In Business Administration, Finance And Financial Management Services, Senior from Walker College Of Business At Appalachian State University.
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Self Employed
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Profile bio
About Conrad Phillips
Conrad Phillips is a Planning Advisor at Self Employed.
Current workplace
Conrad Phillips's current company
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7 roles
Conrad Phillips work experience
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Planning Advisor
Financial Advisor
Dean Financial Llc
Business Development Consultant
Evolv Family Wealth is a scaled multi-family office platform dedicated to empowering advisors through a turnkey personal CFO Solution to service high and ultra-high net worth clients.If you’re looking for more capabilities and opportunities, without having to sacrifice more of your time, it’s time to Evolv your practice. We’ll help you monetize all your time spent with clients and gain more (or all) of their wallet share. Our solutions are independent and objective to avoid conflicts of interest present with the manufacturer and distributor models at the big banks and captives.Personal CFO Revenue Streams: Investment Management FeesFinancial Planning FeesMonthly Retainer FeesBusiness Consulting FeesReal Estate CommissionsGroup Benefit Fees & Commissions-401k, Health Plans, Executive Comp.Insurance Commissions- Personal lines (home, auto, etc.)-Commercial lines (GL, worker's comp, etc.)- Life, Health, Disability, & Medicare
Jul 2023 - Apr 2024
Investment Advisor Representative
We help people roll their 401ks into our customized solutions managed by a team with 40 years of combined experience. We help business owners save on taxes using defined benefit and solo 401ks.
Jan 2022 - May 2023
Sales Associate
May 2021 - Aug 2021
Habtec
-Coordinated a daily schedule to go along with assigned tasks that were needed to be completed daily. -Executed strong verbal cues to ensure exact directions were followed -Performed strong listening skills to understand frustrations that my kid was having and made sure that they were heard and understood.
May 2017 - Nov 2019
3 education records
Conrad Phillips education
Bachelor Of Science In Business Administration, Finance And Financial Management Services, Senior
Finance, Banking And Financial Support Services, Graduated
Education record
FAQ
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What company does Conrad Phillips work for?
Conrad Phillips works for Self Employed.
What is Conrad Phillips's role at Self Employed?
Conrad Phillips is listed as Planning Advisor at Self Employed.
Where is Conrad Phillips based?
Conrad Phillips is based in Huntersville, North Carolina, United States while working with Self Employed.
What companies has Conrad Phillips worked for?
Conrad Phillips has worked for Self Employed, A4 Wealth Advisors, Llc, Dean Financial Llc, Evolv Family Wealth, and Tactical Investment Advisors, Llc.
How can I contact Conrad Phillips?
You can use AeroLeads to view verified contact signals for Conrad Phillips at Self Employed, including work email, phone, and LinkedIn data when available.
What schools did Conrad Phillips attend?
Conrad Phillips holds Bachelor Of Science In Business Administration, Finance And Financial Management Services, Senior from Walker College Of Business At Appalachian State University.
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