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Lynn Marie Phillips-Gaines

PHILLIPS WEALTH PLANNERS LLC·STARKVILLE, Mississippi
Unclaimed Profile
104 WEST LAMPKIN STREET, STARKVILLE, MS 39759CRD# 1035514Firm CRD# 319226
01

About

Lynn Marie Phillips-Gaines 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
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# 1035514
Firm CRD# 319226
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lynn Marie Phillips-Gaines offer?
Lynn Marie Phillips-Gaines specializes in Financial Planning, Investment Management. Contact their office in STARKVILLE, Mississippi for a consultation.
What are Lynn Marie Phillips-Gaines's credentials?
Lynn Marie Phillips-Gaines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Marie Phillips-Gaines located?
Lynn Marie Phillips-Gaines 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 Lynn Marie Phillips-Gaines charge for services?
Lynn Marie Phillips-Gaines'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 in STARKVILLE
Ernest Thornton George — ET GEORGE INVESTMENT MANAGEMENT, LLCLauren Castle Black — PHILLIPS WEALTH PLANNERS LLCAlexandra Nicole Thomas — PHILLIPS WEALTH PARTNERS LLC
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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