# PHILLIPS RICHARD LYNN

PHILLIPS RICHARD LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [PHILLIPS FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/131344) | MANAGING MEMBER | FORT WAYNE, IN |
| — | Form ADV | [EAGLE WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/323814) | CHIEF COMPLIANCE OFFICER | MULLICA HILL, NJ |
| — | Form ADV | [OAK VALUE CAPITAL MANAGEMENT, INC](https://search.stillhousedata.com/firm/106803) | SVP, DIRECTOR OF RESEARCH, PORTFOLIO MGR, AND DIRECTOR | CHAPEL HILL, NC |
| — | Form ADV | [PHILLIPS FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/309011) | INVESTOR | PHOENIX, AZ |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.