Zachary PhillipsCRD Number: 6313404
Current Firm: Lvz, Inc.
Zachary Phillips (CRD# 6313404) is an Investment Advisor Representative working at Lvz, Inc. in Clarkesville, GA and has over 7 years of experience in the finance industry.
Mml Investors Services, LLC
Anderson Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
|Lvz, Inc.||Holland, MI||Jan 2021 - Current||2|
|Securities America Inc.||Stockbridge, GA||Feb 2017 - Jan 2021||3|
|Securities America Advisors||Stockbridge, GA||Feb 2017 - Jan 2021||3|
|Next Financial Group||Stockbridge, GA||Mar 2014 - Feb 2017||2|
|Shandong Institute Of Business||Yantai,||Jul 2012 - Jun 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2016|
Total Assets Under Management808MILLIONS
Total Number of Accounts5,192ACCOUNTS
Average Account Value$155,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NH, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI
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