Phillip
Mills

Flying Forward Wealth Management

CRD#6890376
Investment Advisor
in Boerne, TX

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About this Advisor

Phillip Mills is a financial advisor based in Boerne, Texas, working with Flying Forward Wealth Management. Phillip has previously held positions at First Command Financial Planning Inc, Northwestern Mutual, Us Air Force, Unmanned Systems Inc, Saldana Consulting International, Inc, Us Air Force Reserves, Flying Forward, L.L.C. D/B/A Flying Forward Wealth Management, United States Air Force, and Bdt & Associates, Inc. Phillip has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Phillip is part of Flying Forward Wealth Management, which operates out of Boerne, Texas.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Office Location

Boerne, TX

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Phillip Mills Work History

2023 - Present (2 years)

Flying Forward, L.L.C. D/B/A Flying Forward Wealth Management

2018 - Present (7 years)

Us Air Force Reserves

2023 - 2023 (< 1 year)

Bdt & Associates, Inc

2022 - 2023 (1 year)

Saldana Consulting International, Inc

2019 - 2020 (1 year)

Unmanned Systems Inc

2018 - 2018 (< 1 year)

Northwestern Mutual

2018 - 2018 (< 1 year)

Northwestern Mutual

2018 - 2018 (< 1 year)

Northwestern Mutual

2017 - 2018 (1 year)

First Command Financial Planning Inc

2011 - 2018 (7 years)

Us Air Force

2011 - 2018 (7 years)

United States Air Force

Disclosures

Please visit the SEC profile of Phillip Mills to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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.

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