Morgan Phillips (CRD# 5384141) is an Investment Advisor Representative working at Vincimus Capital, LLC in Jacksonville, FL and has over 16 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vincimus Capital, LLC | Jacksonville, FL | Jun 2022 - Current | 1 |
| Finch Investment Group | Jacksonville, FL | May 2018 - Jun 2022 | 4 |
| Hancock Whitney | Ponte Vedra Beach, FL | Oct 2016 - May 2018 | 1 |
| Black Diamond Performance Reporting, LLC | Jacksonville, FL | Sep 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- CA
- FL
-
Total Assets Under Management126MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$482,821
- A percentage of assets under your management
- Hourly charges
- 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
- Educational seminars/workshops
CA, FL
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