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Lauren Castle Black

PHILLIPS WEALTH PLANNERS LLC·STARKVILLE, Mississippi
SIE, Series 7, Series 63CFPClean record8 years registeredPHILLIPS 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 · 8 years registered
Brand Profile
Not yet started
01

Career History

PHILLIPS WEALTH PLANNERS LLC
Aug 2022 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Apr 2018 – Oct 2022
STARKVILLE, MS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · April 4, 2018
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PHILLIPS WEALTH PLANNERS LLC
CRD 319226 · SEC 801-126127
AUM
$262M
Regulatory assets under management
Employees
7
1,735 client accounts
Services offered by PHILLIPS WEALTH PLANNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PHILLIPS WEALTH PLANNERS LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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

Lynn Marie Phillips-Gaines
STARKVILLE, MS
CFP

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Nearby cities in Mississippi
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Research
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