CEBS Compliant Graduates of the U.S. Course Curriculum

CEBS Compliance plays a vital role in the CEBS designee’s pursuit of ongoing professional knowledge. Recognizing the importance of staying proficient and updated in an ever-changing industry, CEBS is committed to public recognition of those who are CEBS Compliant.

CEBS Compliant graduates are listed and recognized on this page, which is updated regularly. This listing is available for employers, clients, government regulators and others who are interested in or rely upon the professional currency that CEBS Compliance signifies.

Names are listed alphabetically by location. The year after each name indicates that person’s CEBS Compliance status is in effect through December 31 of that year.

Once you attest to meeting the 30 hours of CEBS Compliance credits, you are welcome and encouraged to highlight your compliant status on stationery, social media profiles, employer websites and other communications, and are eligible for a digital badge to announce your accomplishment. Non-compliance will not affect your ability to use the CEBS mark.

Alabama

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Alaska

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Arizona

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Arkansas

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

California

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Colorado

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Connecticut

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Delaware

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

District of Columbia

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Florida

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Georgia

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Hawaii

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Idaho

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Illinois

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Indiana

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Iowa

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Kansas

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Kentucky

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Louisiana

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Maine

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Maryland

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Massachusetts

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Michigan

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Minnesota

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Mississippi

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Missouri

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Montana

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Nebraska

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Nevada

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

New Hampshire

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

New Jersey

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

New Mexico

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

New York

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

North Carolina

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

North Dakota

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Ohio

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Oklahoma

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Oregon

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Pennsylvania

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Rhode Island

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

South Carolina

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

South Dakota

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Tennessee

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Texas

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Utah

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Vermont

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Virginia

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Washington

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

West Virginia

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Wisconsin

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

Wyoming

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN

International

Phillips, Noel

Jun 10, 2026, 07:40
Title : Phillips, Noel
First Name :
Middle Name :
Last Name :
Display Name : Noel D. Phillips
Display Name French :
Credentials : CEBS
Credentials French :
Title or Position : Client Relationship Consultant
Title or Position French :
Organization : Shepherd Financial
Organization French :
Role :
City : Carmel
City French :
State : IN
State French :
ExternalPK : 296cefd1-f8b3-dd11-8b6d-00065bf72f2e
Email :
Phone :
Website :
External Image :
CPE Compliant : CEBS Compliant through 2026
Bypass URL :
Accepts business in these areas :
Fee structure :
Category :
  • CEBS Compliant - US
  • IN