Justin PhillipsCRD Number: 7495490
Current Firm: Family Legacy, Inc.
Justin Phillips (CRD# 7495490) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has 1 year of experience in the finance industry.
Apex Capital Management LLC
|Family Legacy, Inc.||Greenville, SC||Feb 2022 - Current||1|
|Family Legacy Business Services, Inc.||Greenville, SC||Oct 2021 - Current||1|
|Stokes & Company Cpas||Greenville, SC||Dec 2020 - Oct 2021||< 1|
|Bradshaw, Gordon & Clinkscales||Greenville, SC||Jan 2017 - Dec 2020||3|
|Greenville County Schools||Greenville, SC||Jul 2016 - Jan 2017||< 1|
|Bradshaw, Gordon & Clinkscales||Greenville, SC||Jul 2011 - Jun 2016||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2022|
Total Assets Under Management260MILLIONS
Total Number of Accounts243ACCOUNTS
Average Account Value$1,069,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
GA, LA, NC, SC, TX
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