Julie PhillipsCRD Number: 4509810
Current Firm: Commonwealth Financial Network
Julie Phillips (CRD# 4509810) is an Investment Advisor Representative working at Commonwealth Financial Network in Winter Haven, FL and has over 13 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Suntrust Investment Services, Inc.
Nbc Securities, Inc.
|Commonwealth Financial Network||Waltham, MA||Nov 2008 - Current||9|
|J. Phillips Investments, LLC||Winter Haven, FL||Nov 2008 - Current||9|
|Investors Capital Corporation||Lynnfield, MA||Aug 2002 - Nov 2008||6|
|Ingram Advisory Services, Llc Fmrly Ingram Financial Group||Winter Haven, FL||Aug 2002 - Nov 2008||6|
|Ingram Financial||Winter Haven, FL||Jul 2002 - Nov 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2004|
Total Assets Under Management61,475MILLIONS
Total Number of Accounts261,237ACCOUNTS
Average Account Value$235,323
- 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