Unclaimed Profile

Lars Lee Phillips

RAM INVESTMENT PARTNERS, LLC·BELLEVUE, Washington

Clean recordRAM INVESTMENT PARTNERS, LLC

10655 NE 4TH STREET, BELLEVUE, WA 98004CRD# 6015679Firm CRD# 161077

Profile Verification

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

Identity

Lars Lee Phillips · BELLEVUE, WA

Registration

CRD #6015679 · RAM INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lars Lee Phillips is a registered financial advisor based in BELLEVUE, Washington, affiliated with RAM INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RAM INVESTMENT PARTNERS, LLC

AVIER WEALTH ADVISORS

AUM

$786M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RAM INVESTMENT PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6015679

Firm CRD# 161077

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lars Lee Phillips offer?

Lars Lee Phillips specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.

What are Lars Lee Phillips's credentials?

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

Where is Lars Lee Phillips located?

Lars Lee Phillips is based in BELLEVUE, Washington, working with RAM INVESTMENT PARTNERS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Lars Lee Phillips charge for services?

Lars Lee 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 RAM INVESTMENT PARTNERS, LLC?

RAM INVESTMENT PARTNERS, LLC has approximately 18 employees and manages $786M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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