Maxwell Phillips

Maxwell Phillips Email and Phone Number

3700 State Street, Suite 240, Santa Barbara, CA 93105 - (805) 898-0893 @ Channel Wealth
santa barbara, california, united states
Maxwell Phillips's Location
Santa Barbara, California, United States, United States
Maxwell Phillips's Contact Details

Maxwell Phillips work email

Maxwell Phillips personal email

n/a

Maxwell Phillips phone numbers

About Maxwell Phillips

Advisory Services offered through Channel Wealth, LLC, a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Maxwell Phillips's Current Company Details
Channel Wealth

Channel Wealth

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3700 State Street, Suite 240, Santa Barbara, CA 93105 - (805) 898-0893
santa barbara, california, united states
Website:
channelwealth.com
Employees:
8
Maxwell Phillips Work Experience Details
  • Channel Wealth
    Wealth Advisor / Partner
    Channel Wealth Jul 2020 - Present
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  • Ameriflex Financial Services
    Wealth Manager*
    Ameriflex Financial Services Mar 2005 - Jul 2020
    3700 State Street, Suite 310, Santa Barbara, Ca 93105 - (805) 898-0893
    *Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through AmeriFlex® Financial Services, which is not affiliated with SagePoint Financial, Inc.
    View

Maxwell Phillips Education Details

Frequently Asked Questions about Maxwell Phillips

What company does Maxwell Phillips work for?

Maxwell Phillips works for Channel Wealth

What is Maxwell Phillips's role at the current company?

Maxwell Phillips's current role is 3700 State Street, Suite 240, Santa Barbara, CA 93105 - (805) 898-0893.

What is Maxwell Phillips's email address?

Maxwell Phillips's email address is ma****@****lth.com

What is Maxwell Phillips's direct phone number?

Maxwell Phillips's direct phone number is +180589*****

What schools did Maxwell Phillips attend?

Maxwell Phillips attended University Of California, Santa Barbara.

Who are Maxwell Phillips's colleagues?

Maxwell Phillips's colleagues are Allison Han, Chris Snowden, Justin Anderson, Cfp®.

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