Commonwealth Financial Network
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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Commonwealth Financial Network
Raymond James Financial Services Advisors Inc
Phillippi Consulting, Inc
Raymond James Financial Services
James E. Moore Insurance Agency, Inc
Melissa Phillippi has no disclosures.
Please visit their SEC profile for more details.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.