Zachary
Phillips
Lvz, Inc
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About this Advisor
Zachary Phillips is a financial advisor based in Clarkesville, Georgia, working with Lvz, Inc. Zachary has previously held positions at Next Financial Group, Shandong Institute Of Business, Securities America Inc, Securities America Advisors, and Lvz, Inc. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Zachary is part of Lvz, Inc, which operates out of Clarkesville, 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
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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
Zachary Phillips Work History
Lvz, Inc
Securities America Inc
Securities America Advisors
Next Financial Group
Shandong Institute Of Business
Disclosures
Please visit the SEC profile of Zachary Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lvz, Inc
Belleair, FL
Holland, MI
Clarkesville, GA
Wildwood, MO
Rock Hill, NY
Holland, MI
Grand Rapids, MI
Cordele, GA
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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