Phillip
Saunders
Joss Brown Wealth Advisors
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About this Advisor
Phillip Saunders is a financial advisor who works in Newport News, Virginia. Saunders is an advisor for Joss Brown Wealth Advisors. During their career, Saunders has held roles at Partners In Financial Planning, Saunders Brothers Inc, Joss Brown Wealth Advisors, Crossroads Camp, Virginia Future Farmers Of America Association, Virginia Tech and Joss Brown Wealth Advisors Group LLC. Saunders has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Virginia. Joss Brown Wealth Advisors is a financial advisory company operating out of Williamsburg, VA. The investment advisory business has just four financial advisors. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. However, fee types billed by Joss Brown Wealth Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Joss Brown Wealth Advisors Brokerage Details
4
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Phillip Saunders Work History
Phillip has been registered as a financial advisor for 0 years.*
Joss Brown Wealth Advisors Group LLC
Joss Brown Wealth Advisors
Partners In Financial Planning
Virginia Tech
Virginia Future Farmers Of America Association
Crossroads Camp
Saunders Brothers Inc
*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 Phillip Saunders 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 Joss Brown Wealth Advisors
Williamsburg, VA
Newport News, VA
Newport News, VA
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