Melissa
Phillippi

Commonwealth Financial Network

CRD#5169629
Investment Advisor
in Wilmington, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Melissa Phillippi is a certified financial planner who works out of Wilmington, North Carolina, with 11 years in the industry. Phillippi currently works for Commonwealth Financial Network. The advisor has gained experience at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, James E. Moore Insurance Agency, Inc, Phillippi Consulting, Inc, Performance Culture and Commonwealth Financial Network. Phillippi holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Commonwealth Financial Network is a financial advisory company operating out of Wilmington, North Carolina. The firm has offices in 1,275 locations and a total of 4,000 advisors. It oversees $162 billion in assets under management between its 540,172 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 432 charities and foundations. Of its 540,172 customer accounts, just 10% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually are based on which services the firm provides the client. Fees billed by Commonwealth Financial Network most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Wilmington, NC

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

NC Average: $16,012,751,954
Total Number of Employees

4,000

NC Average: 118
Total Number of Accounts

540,172

NC Average: 4,567
Average Account Size

$299,632

NC Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Melissa Phillippi Work History

Melissa has 11 years of experience.

2015 - Present (7 years)

Performance Culture

2015 - Present (7 years)

Commonwealth Financial Network

2012 - Present (10 years)

Raymond James Financial Services Advisors Inc

2012 - Present (10 years)

Phillippi Consulting, Inc

2012 - 2015 (3 years)

Raymond James Financial Services

2011 - 2012 (1 year)

James E. Moore Insurance Agency, Inc

Disclosures

Melissa Phillippi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Parichart Arredondo
Dallas, TX
Micah Crabdree
Payson, AZ
Cameron Kashani
Merrillville, IN
Carrie White
Overland Park, KS
Vatsal Assar
Dallas, TX
Robert Swanke
Waltham, MA
Kristina Smith
Pittsford, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started