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Christopher Phillips

AMERITAS ADVISORY SERVICES
WOODSTOCK, GA
·CRD# 4188739·26 years experience

Professional Summary

Christopher Phillips, who also goes by Chris Phillips, Christopher E Phillips, Christopher Edward Phillips, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Woodstock, Georgia and AMERITAS INVESTMENT COMPANY, LLC located in Dublin, Ohio. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 11 firms and has passed the Series 65, Series 63, SIE and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Phillips, Christopher E Phillips, Christopher Edward Phillips

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
Woodstock, GA
June 22, 2026 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Dublin, OH
June 16, 2026 - Present
VOYA RETIREMENT ADVISORS, LLC·CRD# 3989
RIA
Woodstock, GA
April 2, 2024 - June 25, 2026
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
Windsor, CT
March 28, 2024 - June 25, 2026
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
RIA
Woodstock, GA
August 8, 2022 - November 16, 2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
BD
Omaha, NE
August 5, 2022 - November 16, 2023
LDI-MAP LLC·CRD# 288253
RIA
Woodstock, GA
March 23, 2022 - July 21, 2022
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
RIA
Woodstock, GA
July 1, 2015 - July 7, 2021
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
RIA
Woodstock, GA
April 19, 2013 - June 22, 2015
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
BD
Waverly, IA
April 19, 2013 - July 7, 2021
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
RIA
Taylorsville, NC
May 31, 2006 - April 5, 2013
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
Hickory, NC
May 31, 2006 - April 5, 2013
FORESIDE DISTRIBUTION SERVICES, L.P.·CRD# 15634
BD
Portland, ME
September 29, 2005 - May 23, 2006
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
RIA
Hickory, NC
May 1, 2003 - September 20, 2005
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Windsor, CT
May 1, 2003 - September 20, 2005
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Hickory, NC
June 21, 2002 - May 8, 2003
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
June 15, 2002 - May 8, 2003
WACHOVIA SECURITIES, INC.·CRD# 431
RIA
Hickory, NC
January 28, 2002 - June 21, 2002
WACHOVIA SECURITIES, INC.·CRD# 431
BD
Charlotte, NC
July 20, 2000 - June 15, 2002

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Phillips Family Investors DBA Mosquito Shield; SAME AS BRANCH; NON INV REL; MOSQUITO ABATEMENT; CO-OWNER; START DATE=12/2023; HRS/MO=1; TRADING HRS/MO=0; MOSQUITO ABATEMENT

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(6/16/2026)
IAR
Georgia
(6/22/2026)
RR
Nebraska
(6/16/2026)
IAR
Nebraska
(6/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2000About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Phillips's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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