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Christopher Phillips

FRONTSTAGE FINANCIAL
LEWISVILLE, TX
Some features on this profile are disabled
CRD#: 6772794
CP

Professional summary

Christopher Phillips is a registered financial advisor currently at FRONTSTAGE FINANCIAL LLC located in Lewisville, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

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 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®
None

Experience

Current

March 30, 2026 - Present

FRONTSTAGE FINANCIAL LLC

RIA
CRD#: 339913
LEWISVILLE, TX
Past

April 8, 2022 - March 25, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Dallas, TX
Past

April 1, 2022 - March 25, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Dallas, TX
Past

January 3, 2022 - April 5, 2022

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
FRISCO, TX
Past

November 3, 2021 - April 5, 2022

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
FRISCO, TX

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
Texas
(3/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/3/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/16/2021
Securities Industry Essentials Examination

Current Firm

FF
FRONTSTAGE FINANCIAL LLC
FRONTSTAGE FINANCIAL LLC

CRD#: 339913 / SEC#:

Texas
Registered Investment Advisory firm - (3/30/2026 Approved)
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Contact information

Main Address
Lewisville, TX
Mailing Address
2560 King Arthur Boulevard Ste 124, Lewisville, TX 75056
Phone number
(817) 875-1433
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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.

Company Information

FRONTSTAGE FINANCIAL LLC

CRD#: 339913Lewisville, TX

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