Phillip S. Vigil
Professional summary
Phillip Scott Vigil is a registered financial advisor currently at OSAGE PACIFIC ADVISORS, INC. located in Laguna Hills, California.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Phillip has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Scott Vigil's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2024 - Present
OSAGE PACIFIC ADVISORS, INC.
Office #1: 23272 Mill Creek Dr. Suite 200, Laguna Hills, CA 92653September 19, 2016 - December 31, 2023
OSAGE PACIFIC ADVISORS, INC.
January 29, 2016 - July 1, 2016
PACIFIC SPECIALTY INVESTMENT GROUP, LLC
September 23, 2002 - December 23, 2016
F500 ADVISORY SERVICES, INC.
March 10, 1999 - July 1, 2016
FINANCE 500, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/20/2024)
Exams
Current Firm
OSAGE PACIFIC ADVISORS, INC.
CRD#: 284257 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 2,557,902 |
Red Flags
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