Phillips Wealth Planners LLC

Phillips Wealth Planners LLC (CRD# 319226) is a financial advisory firm headquartered in Starkville, MS. They manage $262,000,000 in 1,735 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
104 West Lampkin Street, Starkville, MS 39759
https://www.facebook.com/phillipswealthplanners
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    1,735
    ACCOUNTS
  • Average Account Value
    $151,009
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MS, TN, TX

Financial Advisors at Phillips Wealth Planners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lauren Black, financial advisor Starkville MS
Lauren C. Black
CRD#: 5619132
104 West Lampkin Street, Starkville, MS 39759

Lauren Black (CRD# 5619132) is an Investment Advisor Representative working at Phillips Wealth Planners LLC in Starkville, MS and has over 12 years of experience in the finance industry.

2
Lynn Phillips-Gaines, financial advisor Starkville MS
Lynn M. Phillips-Gaines
CRD#: 1035514
104 West Lampkin Street, Starkville, MS 39759

Lynn Phillips-Gaines (CRD# 1035514) is an Investment Advisor Representative working at Phillips Wealth Planners LLC in Starkville, MS and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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