Trevor Phibbs

PHIBBS FINANCIAL

DRAPER, UT 84020

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CRD#: 6778868

Professional summary

Trevor Phibbs is a registered financial advisor currently at PHIBBS FINANCIAL located in Draper, Utah.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Trevor has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

Phibbs Insurance Services LLC; YES INVESTMENT RELATED; 11576 S State Street, Suite 1104, Draper, UT 84020; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE June 2022; APX 160 HOURS PER MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Phibbs'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

August 17, 2022 - Present

PHIBBS FINANCIAL

Office #1: 11576 S State Street Suite 1104, Draper, UT 84020

RIA

CRD#: 322093

DRAPER, UT

Past

October 30, 2020 - August 17, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

SANDY, UT

Past

April 27, 2020 - October 29, 2020

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Herriman, UT

Past

December 21, 2018 - April 28, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

SALT LAKE CITY, UT

Past

December 7, 2018 - April 28, 2020

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

SALT LAKE CITY, UT

Past

April 25, 2018 - November 21, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

SALT LAKE CITY, UT

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
(4/6/2023)

IAR

Utah
(8/17/2022)

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: 11/16/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/17/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/25/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PHIBBS FINANCIAL

CUSTOM WEALTH ADVICE | PHIBBS FINANCIAL SERVICES LLC | PHIBBS FINANCIAL

CRD#: 322093 / SEC#:

Texas

Registered Investment Advisory firm - (4/6/2023 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/17/2022 Approved)

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Contact information

Main Address

11576 S State Street Suite 1104, Draper, UT 84020

Mailing Address

11576 S State Street Unit 1104, Draper, UT 84020

Phone number

(385) 787-1157

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 12,930,612

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.

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Trevor Phibbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Phibbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

PHIBBS FINANCIAL

AE WEALTH MANAGEMENT, LLC

CREATIVEONE WEALTH, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2018

Series 63

Date: 5/17/2018

SIE

Date: 10/1/2018

Series 6

Date: 4/25/2018

Current Firm

PHIBBS FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PHIBBS FINANCIAL

TRUST BUT VERIFY

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