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James Cornelius Phillips

LOCALSHARES INVESTMENTS, LLC·NASHVILLE, Tennessee
Unclaimed Profile
4535 HARDING PIKE, NASHVILLE, TN 37205CRD# 2024485Firm CRD# 167944
01

About

James Cornelius Phillips is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with LOCALSHARES INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
LOCALSHARES INVESTMENTS, LLC
LOCALSHARES INVESTMENTS
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LOCALSHARES INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2024485
Firm CRD# 167944
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Cornelius Phillips offer?
James Cornelius Phillips specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are James Cornelius Phillips's credentials?
James Cornelius Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Cornelius Phillips located?
James Cornelius Phillips is based in NASHVILLE, Tennessee, working with LOCALSHARES INVESTMENTS, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does James Cornelius Phillips charge for services?
James Cornelius Phillips's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOCALSHARES INVESTMENTS, LLC?
LOCALSHARES INVESTMENTS, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
MEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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