Thomas Phillips, financial advisor Leesburg GA

Thomas Phillips

CRD Number: 5961478
Current Firm: Raymond James Financial Services Advisors, Inc.

Thomas Phillips (CRD# 5961478) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leesburg, GA and has over 12 years of experience in the finance industry.

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Raymond James & Associates, Inc.
Company Name Location Dates Years
Tennyson Phillips Wealth Management, LLC Leesburg, GA Mar 2023 - Current 1
Raymond James Financial Services, Inc. Leesburg, GA Mar 2023 - Current 1
Raymond James Financial Services Advisors, Inc. Leesburg, GA Mar 2023 - Current 1
Phillips Wealth, LLC Leesburg, GA Mar 2023 - Current 1
Tkp Philllips Wealth Management LLC Leesburg, GA Mar 2023 - Current 1
Raymond James & Associates Albany, GA Oct 2015 - Mar 2023 7
Bank Of America, N.a. Albany, GA Dec 2011 - Oct 2015 3
Merrill Lynch, Pierce, Fenner And Smith Inc. Albany, GA Jul 2011 - Oct 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Thomas K. Phillips
Phone Number: 727-567-3020
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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