PHILLIPS WEALTH PLANNERS LLC

STARKVILLE, Mississippi·2 registered advisors·CRD# 319226
SEC# 801-1261270(662) 324-2889
01

Firm Overview

AUM
$262M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PHILLIPS WEALTH PLANNERS LLC

2 registered advisors
Lauren Castle Black
STARKVILLE, Mississippi
CFP
Lynn Marie Phillips-Gaines
STARKVILLE, Mississippi
CFP
05

Office Locations

STARKVILLE, Mississippi
2 advisors

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Data sourced from SEC Form ADV filings. PHILLIPS WEALTH PLANNERS LLC (CRD# 319226) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.