Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
12yrs
Daniel Phillips
Full name on record: Daniel Stephen Phillips
Financial advisor at Cambridge Investment Research Advisors
Daniel Phillips is a fiduciary financial advisor in Columbus, Ohio, with 12 years in the industry. After a year at Prospera Financial Services and less than a year at Edward Jones, Daniel joined Cambridge Investment Research Advisors in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office8351 N High Street Suite. 160, Columbus, OH 43235
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowCambridge Investment Research Advisors, Inc.Current firm
- Mar 2015 – Nov 2015Prospera Financial Services, Inc.Previously
- Oct 2014 – Mar 2015Edward JonesPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Daniel Phillips. Daniel works from the Columbus, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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