PHILLIPS WEALTH PLANNERS LLC

PHILLIPS WEALTH PLANNERS LLC of STARKVILLE, MS is an SEC-registered investment adviser (CRD 319226). Regulatory assets under management: $340.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Lynn Marie Phillips-GainesMANAGING MEMBER
Lauren Castle BlackMEMBER / PARTNER / COMPLIANCE OFFICER
Amy HartRELATIONSHIP MANAGER / CHIEF COMPLIANCE OFFICERStarkville, MS
PHILLIPS-GAINES LYNN MARIEMANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER
BLACK LAUREN CASTLEMEMBER; MEMBER / PARTNER / CHIEF COMPLIANCE OFFICER
THOMAS ALEXANDRA NICOLECHIEF COMPLIANCE OFFICER

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