J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
New
Carson Phillips is a fiduciary financial advisor in Los Angeles, California, registered since Apr 2026. Carson joined Equitable Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office5700 Wilshire Blvd Suite 120a, Los Angeles, CA 90036
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- Jun 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Carson
(212) 314-4600Firm headquarters in New York, NY. Ask for Carson. 5700 Wilshire Blvd Suite 120aLos Angeles, CA 90036Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Carson
Tailored to Carson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Carson
How do I contact Carson?
Call Equitable Advisors at (212) 314-4600 and ask for Carson Phillips. Carson works from the Los Angeles, CA office.
How long has Carson been a financial advisor?
Carson is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Carson hold?
Series 66. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Carson 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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