Melissa
Phillippi

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.