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Alexandra Nicole Thomas

PHILLIPS WEALTH PARTNERS LLC·STARKVILLE, Mississippi
Clean recordPHILLIPS WEALTH PARTNERS LLC
104 WEST LAMPKIN STREET, STARKVILLE, MS 39759CRD# 6163733Firm CRD# 319226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexandra Nicole Thomas · STARKVILLE, MS
Registration
CRD #6163733 · PHILLIPS WEALTH PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alexandra Nicole Thomas is a registered financial advisor based in STARKVILLE, Mississippi, affiliated with PHILLIPS WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
PHILLIPS WEALTH PLANNERS LLC
PHILLIPS WEALTH PLANNERS LLC
AUM
$262M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PHILLIPS WEALTH PLANNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6163733
Firm CRD# 319226
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexandra Nicole Thomas offer?
Alexandra Nicole Thomas specializes in Financial Planning, Investment Management. Contact their office in STARKVILLE, Mississippi for a consultation.
What are Alexandra Nicole Thomas's credentials?
Alexandra Nicole Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Nicole Thomas located?
Alexandra Nicole Thomas is based in STARKVILLE, Mississippi, working with PHILLIPS WEALTH PARTNERS LLC. Their office serves clients in the STARKVILLE metropolitan area and surrounding communities.
How does Alexandra Nicole Thomas charge for services?
Alexandra Nicole Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILLIPS WEALTH PARTNERS LLC?
PHILLIPS WEALTH PARTNERS LLC has approximately 7 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PHILLIPS WEALTH PARTNERS LLC

Lauren Castle Black
STARKVILLE, MS
Lynn Marie Phillips-Gaines
STARKVILLE, MS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)TUPELO (6)FLOWOOD (5)MOSS POINT (4)CLINTON (3)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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