Ryan C. Phillips

GUIDEPOINT FINANCIAL PLANNING

Great Falls, VA

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CRD#: 5812136

Professional summary

Ryan Christopher Phillips, CFA, CFP® is a registered financial advisor currently at GUIDEPOINT FINANCIAL PLANNING located in Great Falls, Virginia.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ryan has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Investment Planning

Education Planning

Tax Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

College/Education Planning

Entrepreneurs

Millennials

Tax Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

July 10, 2020 - Present

GUIDEPOINT FINANCIAL PLANNING

RIA

CRD#: 309428

Great Falls, VA

Past

March 31, 2020 - May 8, 2020

EVERMAY WEALTH MANAGEMENT, LLC

RIA

CRD#: 149230

Arlington, VA

Past

August 27, 2012 - March 23, 2020

SAGEVEST WEALTH MANAGEMENT

RIA

CRD#: 143562

MCLEAN, VA

Past

June 21, 2011 - August 6, 2012

THE FAIRMAN GROUP, LLC

RIA

CRD#: 121492

BERWYN, PA

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.

Highlighted states indicate IAR registrations

IAR

Virginia
(7/10/2020)

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

State Security Law Exam

IAR

Series 65

Date: 6/20/2011

Uniform Investment Adviser Law Examination

Current Firm

GUIDEPOINT FINANCIAL PLANNING

GUIDEPOINT FINANCIAL PLANNING | GUIDEPOINT FINANCIAL PLANNING, LLC

CRD#: 309428 / SEC#:

Virginia

Registered Investment Advisory firm - (7/10/2020 Approved)

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Contact information

Main Address

Great Falls, VA

Mailing Address

Phone number

(703) 489-8925

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 24,890,903

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Ryan C. Phillips

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GUIDEPOINT FINANCIAL PLANNING

EVERMAY WEALTH MANAGEMENT, LLC

SAGEVEST WEALTH MANAGEMENT

THE FAIRMAN GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2011

Current Firm

GUIDEPOINT FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GUIDEPOINT FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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