Willard Phillips
Willard Phillips is a registered investment advisor at Cetera Investment Advisers LLC, based in Brunswick, GA, with 24 years of industry experience. Willard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1111 Glynco Parkway, Suite #36, Brunswick, GA, 31525
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Criminal
September 1997Other Business Activities
Willard is the owner and CEO of Phillips Wealth Management Group, LLC, a financial planning company, dedicating nearly full-time hours to this role. He also serves as an elected board member for the Exchange Club of Brunswick Benevolent Fund, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward JonesBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.