Wayne Phillips (CRD# 6241117) is an Investment Advisor Representative working at Tip Top Financial Advisors in Gulf Breeze, FL and has over 9 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tip Top LLC | Gulf Breeze, FL | Jan 2007 - Current | 17 |
| Pfs Investments Inc. | Milton, FL | Mar 2015 - Aug 2020 | 5 |
| Primerica Financial Services | Milton, FL | Oct 2012 - Aug 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- FL
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$43,833
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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