Ted
Phillips
Lvz, Inc
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About this Advisor
Ted Phillips is a financial advisor based in Stockbridge, Georgia, working with Lvz, Inc. Ted has previously held positions at Next Financial Group Inc, Securities America, Inc, Securities America Advisors, and Lvz, Inc. Ted has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Ted is part of Lvz, Inc, which operates out of Stockbridge, Georgia. The firm has 14 offices and 23 employees. The firm manages assets totaling $874.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lvz, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lvz, Inc Brokerage Details
$874,644,000
23
5,075
$172,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ted Phillips Work History
Lvz, Inc
Securities America, Inc
Securities America Advisors
Next Financial Group Inc
Disclosures
Please visit the SEC profile of Ted Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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