Mabry Phillips
Mabry Phillips is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montgomery, AL, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6925 Halcyon Park Drive, Suite B, Montgomery, AL, 36117
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2007Regulatory
September 1993Other Business Activities
Mabry funds boating activities for family and friends through Hauling A$$ets, LLC, dedicating a few hours per week. He also owns MSP3 Capital, Inc. for payroll/accounting and Stadium Court, LLC for rental real estate, each requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Harbor Financial Services, LLC
Harbor Financial Services, LLCBroker
Harbor Financial Services, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations39 states
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