Lauren
Black
Phillips Wealth Planners LLC
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About this Advisor
Lauren Black is a certified financial planner working in Starkville, Mississippi who has 1 year of relevant experience. Black is an advisor for Phillips Wealth Planners LLC. Throughout their career, Black has worked at Raymond James Financial Services, Inc, Phillips Financial, Raymond James Financial Services Advisors Inc, Phillips Wealth Partners LLC and Bridges Out Of Poverty. Black maintains a Series 63 license, certifying them as a securities representative, and is registered to work in Mississippi and Texas. Phillips Wealth Planners LLC is a company operating out of Starkville, MS. It has $240 million in total assets between its 2,431 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides services to one charities and foundations. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services are offered. However, fees billed by Phillips Wealth Planners LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Phillips Wealth Planners LLC Brokerage Details
$240,000,000
8
2,431
$98,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lauren Black Work History
Lauren has been registered as a financial advisor for 1 years.*
Phillips Wealth Partners LLC
Raymond James Financial Services Advisors Inc
Phillips Financial
Bridges Out Of Poverty
Raymond James Financial Services, 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 Lauren Black 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 Phillips Wealth Planners LLC
Starkville, MS
Starkville, MS
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.