Phillip Saunders, financial advisor Newport News VA

Phillip Saunders

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Phillip F. Saunders
Phone Number: 757-903-2127
Firm Website:
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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