Phillip SaundersCRD Number: 7426564
Current Firm: Joss Brown Wealth Advisors
Phillip Saunders (CRD# 7426564) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Newport News, VA and has 1 year of experience in the finance industry.
Martello Investments, LLC
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Joss Brown Wealth Advisors Group LLC||Williamsburg, VA||Feb 2023 - Current||< 1|
|Joss Brown Wealth Advisors||Williamsburg, VA||Jun 2021 - Current||2|
|Virginia Tech||Blacksburg, VA||Aug 2020 - Jun 2021||< 1|
|Partners In Financial Planning||Salem, VA||Jun 2020 - Aug 2020||< 1|
|Saunders Brothers Inc.||Piney River, VA||Jan 2010 - Jun 2020||10|
|Virginia Future Farmers Of America Association||Blacksburg, VA||Jul 2017 - Aug 2018||1|
|Crossroads Camp||Lowesville, VA||Jun 2014 - Aug 2018||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2021|
Total Assets Under Management111MILLIONS
Total Number of Accounts455ACCOUNTS
Average Account Value$243,926
- 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)
FL, TX, VA
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