Unclaimed Profile

Melissa Lynn Phillips

EAGLE WEALTH STRATEGIES, LLC·WEST DEPTFORD, New Jersey

SIE, Series 7, Series 9, Series 10, Series 66, Series 99TOClean record7 years registeredEAGLE WEALTH STRATEGIES, LLC

877 KINGS HIGHWAY, WEST DEPTFORD, NJ 08096CRD# 6711659Firm CRD# 323814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Lynn Phillips · WEST DEPTFORD, NJ

Registration

CRD #6711659 · EAGLE WEALTH STRATEGIES, LLC · 7 years registered

Brand Profile

Not yet started

Career History

EAGLE WEALTH STRATEGIES

Apr 2023 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2018 – Apr 2023

WEST DEPTFORD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Series 99TO

Registration record

First registered · October 16, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EAGLE WEALTH STRATEGIES, LLC

CRD 323814 · SEC 801-127242

AUM

$498M

Regulatory assets under management

Employees

1,709 client accounts

Services offered by EAGLE WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EAGLE WEALTH STRATEGIES, LLC →

Introduction

Speak with Melissa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Melissa is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST DEPTFORD?

Browse all registered financial advisors in WEST DEPTFORD, New Jersey or claim this profile if it's yours.

Browse WEST DEPTFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Melissa Lynn Phillips offer?

Melissa Lynn Phillips specializes in Financial Planning, Investment Management. Contact their office in WEST DEPTFORD, New Jersey for a consultation.

What are Melissa Lynn Phillips's credentials?

Melissa Lynn Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Lynn Phillips located?

Melissa Lynn Phillips is based in WEST DEPTFORD, New Jersey, working with EAGLE WEALTH STRATEGIES, LLC. Their office serves clients in the WEST DEPTFORD metropolitan area and surrounding communities.

How does Melissa Lynn Phillips charge for services?

Melissa Lynn Phillips's firm is compensated through percentage of aum, other: consulting fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLE WEALTH STRATEGIES, LLC?

EAGLE WEALTH STRATEGIES, LLC has approximately 10 employees and manages $498M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →