LP
LP
Logan Phillips
20 Years of Experience
Jackson, MS
1 DisclosureBroker
Logan Phillips is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, MS, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
4266 I-55 North, Suite 200, Jackson, MS, 39211
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2009Withdrawn
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2006 - February 2013 · 7 yrs 1 mo
Morgan Keegan & Company, INC.Broker
October 2005 - February 2013 · 7 yrs 4 mos
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.