Phillip Saunders (CRD# 7426564) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Newport News, VA and has over 2 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| 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 |
- VA
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts490ACCOUNTS
-
Average Account Value$236,063
- 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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