Melissa PhillipsCRD Number: 6711659
Current Firm: Raymond James Financial Services Advisors, Inc.
Melissa Phillips (CRD# 6711659) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Deptford, NJ and has over 3 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Raymond James Financial Services Advisors Inc.||West Deptford, NJ||Oct 2018 - Current||3|
|Raymond James Financial Services, Inc.||West Deptford, NJ||May 2018 - Current||3|
|Eagle Wealth Strategies||West Deptford, NJ||Oct 2016 - Current||5|
|Estate Of David B. Tapp Sr.||Merchantville, NJ||Apr 2019 - Mar 2020||< 1|
|Raymond James Fiancial Services, Inc.||West Deptford, NJ||Oct 2016 - May 2018||1|
|Grimley Financial Group||Haddonfield, NJ||Aug 2003 - Sep 2016||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- 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
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, WY
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