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James Franklin Phillips

RETIREMENT RESOURCES INVESTMENT CORPORATION·PEABODY, Massachusetts
Clean recordRETIREMENT RESOURCES INVESTMENT CORPORATION
100 CORPORATE PLACE, PEABODY, MA 01960CRD# 858532Firm CRD# 47723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Franklin Phillips · PEABODY, MA
Registration
CRD #858532 · RETIREMENT RESOURCES INVESTMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Franklin Phillips is a registered financial advisor based in PEABODY, Massachusetts, affiliated with RETIREMENT RESOURCES INVESTMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RETIREMENT RESOURCES INVESTMENT CORPORATION
RETIREMENT RESOURCES INVESTMENT CORPORATION
AUM
$1.7B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at RETIREMENT RESOURCES INVESTMENT CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 858532
Firm CRD# 47723
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Franklin Phillips offer?
James Franklin Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEABODY, Massachusetts for a consultation.
What are James Franklin Phillips's credentials?
James Franklin Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Franklin Phillips located?
James Franklin Phillips is based in PEABODY, Massachusetts, working with RETIREMENT RESOURCES INVESTMENT CORPORATION. Their office serves clients in the PEABODY metropolitan area and surrounding communities.
How does James Franklin Phillips charge for services?
James Franklin Phillips's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT RESOURCES INVESTMENT CORPORATION?
RETIREMENT RESOURCES INVESTMENT CORPORATION has approximately 7 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RETIREMENT RESOURCES INVESTMENT CORPORATION

Patrick P Mcginn
PEABODY, MA

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Research
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