AdvisorOS Directory
Claim Profile
PS

Phillip Lee Stuart

FINANCIAL RESOURCE MANAGEMENT, INC.·MEMPHIS, Tennessee
Unclaimed Profile
775 RIDGE LAKE BLVD, MEMPHIS, TN 38120CRD# 4504867Firm CRD# 148305
01

About

Phillip Lee Stuart is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with FINANCIAL RESOURCE MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL RESOURCE MANAGEMENT, INC.
FINANCIAL RESOURCE MANAGEMENT, INC.
AUM
$76M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FINANCIAL RESOURCE MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4504867
Firm CRD# 148305
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MEMPHIS?

Browse all registered financial advisors in MEMPHIS, Tennessee or claim this profile if it's yours.

Browse MEMPHIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Phillip Lee Stuart offer?
Phillip Lee Stuart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Phillip Lee Stuart's credentials?
Phillip Lee Stuart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Lee Stuart located?
Phillip Lee Stuart is based in MEMPHIS, Tennessee, working with FINANCIAL RESOURCE MANAGEMENT, INC.. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Phillip Lee Stuart charge for services?
Phillip Lee Stuart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL RESOURCE MANAGEMENT, INC.?
FINANCIAL RESOURCE MANAGEMENT, INC. has approximately 6 employees and manages $76M 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 →

Other Advisors at FINANCIAL RESOURCE MANAGEMENT, INC.

Robert Joseph Fratesi
MEMPHIS, TN
James Kevin Johnston
MEMPHIS, TN

More Advisors in MEMPHIS, Tennessee

David Nathan Fleischer
CHICKASAW CAPITAL MANAGEMENT, LLC·MEMPHIS, TN
Geoffrey Paul Mavar
CHICKASAW CAPITAL MANAGEMENT, LLC·MEMPHIS, TN
Robert Mark Thomas Walker
CHICKASAW CAPITAL MANAGEMENT, LLC·MEMPHIS, TN
Brian L Jones
GAVION, LLC·MEMPHIS, TN
Heather Diane Smith
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC·MEMPHIS, TN
Miles Slocum Fortas
GAVION, LLC·MEMPHIS, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
NASHVILLE (391)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)NASHVILLLE (10)
City Guides
NASHVILLE GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile