Kellye Phillips
Kellye Phillips is a registered investment advisor at Raymond James & Associates, INC., based in Chattanooga, TN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
537 Market Street, Ste. 105, 1st & 3rd Floors, Chattanooga, TN, 37402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
First Tennessee Brokerage, INC.Broker
Ftb Advisors, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
First Tennessee Brokerage, INC.Broker
State Registrations13 states
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