Advisor at Phillips Wealth Planners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Phillips Wealth Planners LLC
Location
Starkville, MS 39759
Credentials
CFP®, Series 63
Industry experience
43 years
Financial planning services may also be offered under negotiated fixed fees
0.35% to 2.00% annually - fee varies based on factors including scope of services, asset level, and relationship complexity
Financial planning services hourly fees up to $300 per hour
Account minimum: Phillips Wealth generally does not impose a minimum size for establishing a relationship. Fee-only: Wealth management fees based on assets under management; financial planning fees charged hourly or fixed fee; retirement plan advisory fees based on assets under management
Phillips Wealth Planners LLC
2022 - Present (4 years)
Raymond James Financial Services Advisors, inc.
2009 - 2022 (13 years)
Phillips Financial
2007 - 2022 (15 years)
Lynn Phillips Inc.
2007 - Present (19 years)
Raymond james Financial Services, Inc.
1998 - 2022 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63
Starkville, MS
Phillips Wealth Planners LLC
CFP®, Series 66
Shreveport, LA
Valic Financial Advisors
Series 63, Series 66
Starkville, MS
Empower Advisory Group
CFP®, ChFC®, Series 63, Series 66
Starkville, MS
Edward Jones
Series 66
Starkville, MS
LPL Financial
Series 63, Series 66
West Point, MS
Mass Mutual Investors Services
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