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Lynn Marie Phillips-Gaines

PHILLIPS WEALTH PLANNERS LLC·STARKVILLE, Mississippi
SIE, Series 6, Series 7, Series 24, Series 51, Series 63CFPClean record24 years registeredPHILLIPS WEALTH PLANNERS LLC
104 WEST LAMPKIN STREET, STARKVILLE, MS 39759CRD# 1035514Firm CRD# 319226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynn Marie Phillips-Gaines · STARKVILLE, MS
Registration
CRD #1035514 · PHILLIPS WEALTH PLANNERS LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

PHILLIPS WEALTH PLANNERS LLC
Aug 2022 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Oct 2022
SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES
Sep 2007 – Jan 2009
STARKVILE, MS
PHILLIPS FINANCIAL ADVISORY, INC.
Oct 2001 – Sep 2007
STARKVILLE, MS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 63
Registration record
First registered · October 15, 2001
Years registered · 24
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 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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at PHILLIPS WEALTH PLANNERS LLC

Lauren Castle Black
STARKVILLE, MS
CFP

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