Advisor at Tip Top Financial Advisors
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Firm
Tip Top Financial Advisors
Location
Gulf Breeze, FL
Credentials
Series 63, Series 65
Industry experience
10 years
Wayne Phillips is a financial advisor at Tip Top Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services for a combined eight years. Phillips is also involved with Tip Top LLC, an investment-related sales business he has operated since 2007. Tip Top Financial Advisors serves individual U.S. citizens and lawful permanent residents, including families and certain companies, through a wrap-fee investment management program called the Life Investment Platform. The firm offers discretionary portfolio management and financial planning services, using models created by unaffiliated asset managers tailored to client investment profiles.
One-time Life Investment Plan fee, half due at signing and half due on completion
$250.00 per hour
Account minimum: $5,000.00 Minimum fee: Minimum of $5,000.00 per account
Gulf Breeze, FL
Florida
Primerica Advisors
2015 - 2020 (5 years)
Primerica Financial services
2012 - 2020 (8 years)
Tip Top LLC
2007 - Present (19 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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