Broker Check

Phillip Evans

Phillip is a Financial Advisor with Sovereign Wealth Advisors. Managing your wealth entails more than making your investments grow. It also means making them produce the right outcomes for you. Phillip is dedicated to helping you achieve those outcomes. Receiving skilled financial advice allows you to realize the full potential of your wealth. Phillip has worked in the financial industry since 1995. 

University of Houston, MBA in Finance
Texas A&M University, Bachelor of Science

Professional Certificates, Associations, Awards & Registrations
Experience with Sanders, Morris, and Harris as an Institutional Equity Advisor
Experience with Morgan Keegan as an Investment Advisor

Dedicated and active church member, husband, and father


State Securities Law Exam
Series 65 – Uniform Investment Adviser Law Examination
Series 63 – Uniform Securities Agent State Law Examination

General Industry/Products Exam
Series 31 – Futures Managed Funds Examination
Series 7 – General Securities Representative Examination
Series 6 – Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam
Series 26 –Investment Company Products/Variable Contracts Principal Examination

Series 63, 31 7 6 and 26 held through LPL Financial. Series 65 held through Sovereign Wealth Advisors, LLC

State Registrations
District of Columbia, Indiana, Massachusetts, South Carolina, Texas, Virginia

SRO Registrations

Additional Licenses & Registrations
Life, Health and Variable Annuities Insurance License, Texas

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Let's talk about how we can help you reach your financial goals.

Thank you!