Unclaimed Profile

John Phillips

RED DOOR WEALTH MANAGEMENT, LLC·MEMPHIS, Tennessee

Series 65Clean record17 years registeredRED DOOR WEALTH MANAGEMENT, LLC

965 RIDGE LAKE BLVD, MEMPHIS, TN 38120CRD# 5642536Firm CRD# 153235

Profile Verification

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

Identity

John Phillips · MEMPHIS, TN

Registration

CRD #5642536 · RED DOOR WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

RED DOOR WEALTH MANAGEMENT, LLC

May 2010 – present

WADDELL & ASSOCIATES INC

Mar 2009 – Mar 2010

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 4, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RED DOOR WEALTH MANAGEMENT, LLC

CRD 153235 · SEC 801-79374

AUM

$1.8B

Regulatory assets under management

Employees

2,366 client accounts

Services offered by RED DOOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RED DOOR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Phillips offer?

John Phillips specializes in Financial Planning, Investment Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are John Phillips's credentials?

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

Where is John Phillips located?

John Phillips is based in MEMPHIS, Tennessee, working with RED DOOR WEALTH MANAGEMENT, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does John Phillips charge for services?

John Phillips's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RED DOOR WEALTH MANAGEMENT, LLC?

RED DOOR WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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