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Jim Phillips

Jim Phillips, CFP has been with First Investment Corporation since March of 1984, where he currently serves as Chief Executive Officer, Director and Chairman of the Board.  He is a Financial Investment Advisor to many individuals and companies across the country.

Prior to joining FIC, Mr. Phillips was employed by Phillips Petroleum Company, where he held the positions of Computer Programmer, Computer Analyst, Project Manager, & Senior Planning Analyst for 17 years.

He graduated from Oklahoma State University in 1967 with a double major in Finance and Business Administration.  He received his Certified Financial Planner designation in 1992.  During his career, he has attained the following licenses:  Series 7 (NASD), Series 63 (OK), Series 65 (Registered Investment Advisor)(OK), and Life and Health Insurance (OK).  Mr. Phillips is a member of the Financial Planning Association and sits on the board of directors for Dominion Financial Services, Inc.

If you would like to contact Mr. Phillips, click here and feel free to submit any questions you may have.

 

309 Frank Phillips Blvd.
Bartlesville, OK 74003 309 Frank Phillips Blvd.
Bartlesville, OK 74003

 

Securities Offered Through Dominion Investor Services, Inc. Member FINRA and SIPC. 

 

 

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