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Lauren Castle Black

PHILLIPS WEALTH PLANNERS LLC·STARKVILLE, Mississippi
Clean recordPHILLIPS WEALTH PLANNERS LLC
104 WEST LAMPKIN STREET, STARKVILLE, MS 39759CRD# 5619132Firm CRD# 319226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauren Castle Black · STARKVILLE, MS
Registration
CRD #5619132 · PHILLIPS WEALTH PLANNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lauren Castle Black is a registered financial advisor based in STARKVILLE, Mississippi, affiliated with PHILLIPS WEALTH PLANNERS 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# 5619132
Firm CRD# 319226
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauren Castle Black offer?
Lauren Castle Black specializes in Financial Planning, Investment Management. Contact their office in STARKVILLE, Mississippi for a consultation.
What are Lauren Castle Black's credentials?
Lauren Castle Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Castle Black located?
Lauren Castle Black is based in STARKVILLE, Mississippi, working with PHILLIPS WEALTH PLANNERS LLC. Their office serves clients in the STARKVILLE metropolitan area and surrounding communities.
How does Lauren Castle Black charge for services?
Lauren Castle Black'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 PLANNERS LLC?
PHILLIPS WEALTH PLANNERS 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 PLANNERS LLC

Alexandra Nicole Thomas
STARKVILLE, MS
Lynn Marie Phillips-Gaines
STARKVILLE, MS

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Browse by Specialty

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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