Janie Phillips, financial advisor Macon GA

Janie Phillips

CRD Number: 1902406
Current Firm: Primerica Advisors

Janie Phillips (CRD# 1902406) is an Investment Advisor Representative working at Primerica Advisors in Macon, GA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Macon, GA Apr 2011 - Current 13
Primerica Financial Services Macon, GA Feb 1991 - Current 33
Retired Military Macon, GA Jun 1985 - Current 38
Magnolia Hospice LLC Macon, GA Feb 2021 - Jul 2021 < 1
Charlie Norwood Vamc Augusta, GA Jan 2018 - Sep 2018 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Janie L. Phillips
Phone Number: 833-786-0550
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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