Phillip
Saunders
Joss Brown Wealth Advisors
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About this Advisor
Phillip Saunders is a financial advisor based in Newport News, Virginia, working with Joss Brown Wealth Advisors. Phillip has previously held positions 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. Phillip has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Phillip is part of Joss Brown Wealth Advisors, which operates out of Newport News, Virginia. The firm has one office and five employees. The firm manages assets totaling $115.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Joss Brown Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Joss Brown Wealth Advisors Brokerage Details
$115,670,859
5
490
$236,063
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Phillip Saunders Work History
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
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
Williamsburg, VA
Newport News, VA
Newport News, VA
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