Lynn
Phillips-Gaines
Phillips Wealth Planners LLC
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About this Advisor
Lynn Phillips-Gaines is a certified financial planner working in Starkville, Mississippi who has 1 year of industry experience. Phillips-Gaines is currently employed by Phillips Wealth Planners LLC. Phillips-Gaines has gained experience at Raymond James Financial Services, Inc, Redhawk Lampkin LLC, Raymond James Financial Services Advisors, Inc, Lynn Phillips Inc, Phillips Financial and Phillips Wealth Partners LLC. Phillips-Gaines maintains a Series 63 license, designating them as a securities agent, and is able to serve investors in Mississippi. Phillips Wealth Planners LLC is an advisory company based out of Starkville, MS. It controls $240 million in assets under management between its 2,431 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to one charitable organizations. Phillips Wealth Planners LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees are based on which service is provided. However, fee types billed by Phillips Wealth Planners LLC can be comprised 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
Lynn Phillips-Gaines Work History
Lynn has been registered as a financial advisor for 1 years.*
Phillips Wealth Partners LLC
Raymond James Financial Services Advisors, Inc
Lynn Phillips Inc
Phillips Financial
Raymond James Financial Services, Inc
Redhawk Lampkin LLC
*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 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 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.
