Lynn
Phillips-Gaines
Phillips Wealth Planners LLC
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About this Advisor
Lynn Phillips-Gaines is a financial advisor based in Starkville, Mississippi, working with Phillips Wealth Planners LLC. Lynn has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Lynn Phillips Inc, Phillips Financial, and Phillips Wealth Partners LLC. Lynn has passed the Series 63 regulatory exam and is registered to provide services in Mississippi. Currently, Lynn is part of Phillips Wealth Planners LLC, which operates out of Starkville, Mississippi. The firm has 7 employees and manages assets totaling $262.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Phillips Wealth Planners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Phillips Wealth Planners LLC Brokerage Details
$262,000,000
7
1,735
$151,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lynn Phillips-Gaines Work History
Phillips Wealth Partners LLC
Raymond James Financial Services Advisors, Inc
Lynn Phillips Inc
Phillips Financial
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Lynn Phillips-Gaines 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 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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