Judith Alejandra Phillips, financial advisor Tyler TX
90 score

Judith Alejandra Phillips

CRD Number: 5953415
Current Firm: Lpl Financial LLC

Judith Alejandra Phillips (CRD# 5953415) is an Investment Advisor Representative working at Lpl Financial LLC in Tyler, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Tyler, TX Aug 2012 - Current 4
Morgan Keegan & Company, Inc. Tyler, TX Jun 2011 - Aug 2012 1
Regions Bank Tyler, TX Apr 2009 - Jun 2011 2
Ann Taylor Loft Tyler, TX Jan 2009 - Apr 2009 < 1
N/a-unemployed Jacksonville, TX May 2008 - Jan 2009 < 1
University Of North Texas Denton, TX Aug 2004 - May 2008 3
Diane Blotner & Associates Dallas, TX Sep 2006 - Mar 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Judith Alejandra C. Phillips
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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