Lynn Phillips-GainesCRD Number: 1035514
Current Firm: Raymond James Financial Services Advisors, Inc.
Lynn Phillips-Gaines (CRD# 1035514) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 33 years of experience in the finance industry. Lynn Phillips-Gaines has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services Advisors, Inc.||Starkville, MS||Jan 2009 - Current||9|
|Lynn Phillips Inc.||Starkville, MS||Mar 2007 - Current||11|
|Raymond James Financial Services, Inc.||Starkville, MS||Oct 1998 - Current||19|
|Redhawk Lampkin LLC||Starkville, MS||Jan 2008 - Jan 2014||6|
|Msu Research And Technology Corp||Mississippi State, MS||Apr 2006 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops