Mark Phillips (CRD# 4767861) is an Investment Advisor Representative working at Lewis Asset Management in Pittston, PA and has over 19 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lewis Asset Management, LLC | Layfayette, CA | Jun 2017 - Current | 6 |
| Joyce Financial Group | Pittston, PA | Jul 2003 - Current | 20 |
| Joyce Insurance Group | Pittston, PA | Jul 2003 - Current | 20 |
| Fsc Securities Corporation | Pittston, PA | Apr 2004 - Jun 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- NJ
- PA
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts239ACCOUNTS
-
Average Account Value$735,964
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, NJ, PA, TX, VA
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