Ted
Phillips
Lvz, Inc
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About this Advisor
Ted Phillips is a financial advisor who works in Stockbridge, Georgia. Phillips is on the advisory team at Lvz, Inc. Their career trajectory has included roles at Next Financial Group Inc, Securities America, Inc, Securities America Advisors and Lvz, Inc. Phillips holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Lvz, Inc is an advisory company operating out of Holland, MI. The investment advisory business has offices in 10 locations and a total of 21 employees. It administers $808 million in assets under management between its 5,192 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 5,192 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets. Lvz, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on which services are offered. Fee types charged by Lvz, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lvz, Inc Brokerage Details
$808,429,000
21
5,192
$155,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ted Phillips Work History
Ted has been registered as a financial advisor for 0 years.*
Lvz, Inc
Securities America, Inc
Securities America Advisors
Next Financial Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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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Clarkesville, GA
Holland, MI
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