Kevan Scott Phillips
Professional Summary
Kevan Scott Phillips, who also goes by K Scott Phillips, Scott Phillips, is a registered financial advisor currently at WT WEALTH MANAGEMENT, LLC located in Provo, Utah. Kevan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kevan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
K Scott Phillips, Scott Phillips
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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 on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
WT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
20865 North 90th Place Suite 105, Scottsdale, AZ 85255Phone Number
(800) 825-0616# of Employees
16SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,734AUM (Assets Under Management)
$419,058,112Similar Advisors
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Other business activities
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.
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Primary Firm SEC Registration
WT WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(12/11/2020)
(12/1/2021)
(12/1/2021)
(7/13/2020)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kevan Scott Phillips's CRS (Customer Relationship Summary).
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