Phillips Wealth Management LLC
Phillips Wealth Management LLC (CRD# 297249) is a financial advisory firm headquartered in Pickerington, OH. They manage $67,600,000 in 768 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management68MILLION
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Total Number of Accounts768ACCOUNTS
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Average Account Value$88,021
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, OH, TX
Mark Phillips (CRD# 1742617) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has over 36 years of experience in the finance industry.
Jennie Fravel (CRD# 7672536) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has 1 year of experience in the finance industry.
Andrew Phillips (CRD# 6188207) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has 1 year of experience in the finance industry.