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Timothy Gerard Phillips

COULTER & JUSTUS FINANCIAL SERVICES, LLC·OAK RIDGE, Tennessee
Clean recordCOULTER & JUSTUS FINANCIAL SERVICES, LLC
575 OAK RIDGE TURNPIKE, OAK RIDGE, TN 37830CRD# 4076712Firm CRD# 133293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Gerard Phillips · OAK RIDGE, TN
Registration
CRD #4076712 · COULTER & JUSTUS FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Gerard Phillips is a registered financial advisor based in OAK RIDGE, Tennessee, affiliated with COULTER & JUSTUS FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
COULTER & JUSTUS FINANCIAL SERVICES, LLC
C & J WEALTH ADVISORS
AUM
$270M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COULTER & JUSTUS FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4076712
Firm CRD# 133293
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Gerard Phillips offer?
Timothy Gerard Phillips specializes in Financial Planning, Investment Management. Contact their office in OAK RIDGE, Tennessee for a consultation.
What are Timothy Gerard Phillips's credentials?
Timothy Gerard Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Gerard Phillips located?
Timothy Gerard Phillips is based in OAK RIDGE, Tennessee, working with COULTER & JUSTUS FINANCIAL SERVICES, LLC. Their office serves clients in the OAK RIDGE metropolitan area and surrounding communities.
How does Timothy Gerard Phillips charge for services?
Timothy Gerard Phillips'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 COULTER & JUSTUS FINANCIAL SERVICES, LLC?
COULTER & JUSTUS FINANCIAL SERVICES, LLC has approximately 6 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COULTER & JUSTUS FINANCIAL SERVICES, LLC

Samuel Leonard Coulter
OAK RIDGE, TN
Wendy Pierce Hill
KNOXVILLE, TN
Kevin Conor Odonoghue
KNOXVILLE, TN
Kevin Lee Mccollum
KNOXVILLE, TN
Marc Alan Zuckerman
KNOXVILLE, TN
Nanette Crawford Bobbett
OAK RIDGE, TN

More Advisors in OAK RIDGE, Tennessee

Richard Alan Jackson
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Ronnie Eugene Pratt
COULTER & JUSTUS FINANCIAL SERVICES, LLC·OAK RIDGE, TN
Larry Eugene Beeman
COULTER & JUSTUS FINANCIAL SERVICES, LLC·OAK RIDGE, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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