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Jeremy P Phipps

MEDALIST PARTNERS CORPORATE FINANCE LLC·ALPHARETTA, Georgia
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8000 AVALON BOULEVARD, ALPHARETTA, GA 30009CRD# 3234171Firm CRD# 167302
01

About

Jeremy P Phipps is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with MEDALIST PARTNERS CORPORATE FINANCE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
MEDALIST PARTNERS CORPORATE FINANCE LLC
MEDALIST PARTNERS CORPORATE FINANCE LLC
AUM
$1.3B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MEDALIST PARTNERS CORPORATE FINANCE LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3234171
Firm CRD# 167302
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeremy P Phipps offer?
Jeremy P Phipps specializes in Retirement Planning. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Jeremy P Phipps's credentials?
Jeremy P Phipps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy P Phipps located?
Jeremy P Phipps is based in ALPHARETTA, Georgia, working with MEDALIST PARTNERS CORPORATE FINANCE LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Jeremy P Phipps charge for services?
Jeremy P Phipps's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEDALIST PARTNERS CORPORATE FINANCE LLC?
MEDALIST PARTNERS CORPORATE FINANCE LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALPHARETTA
John Douglas Baxley — MERIT FINANCIAL GROUP, LLCGregory Allan Rutherford — ELITE TAMP LLCKurt Lawrence Wright — QUADRANT REAL ESTATE ADVISORS LLCWalter Ronald Huggins — QUADRANT REAL ESTATE ADVISORS LLCBryan B. Hamm — MEDALIST PARTNERS CORPORATE FINANCE LLC
Nearby cities in Georgia
ATLANTA (1557)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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