Kari Phillips
Kari Phillips is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, VT, with 19 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
346 Shelburne Road, Suite 501, Burlington, VT, 05402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kari is an employee of Hickok & Boardman Capital Management, a support company for a branch, and spends minimal time on this. She also dedicates minimal time to the Hickok & Boardman Capital Management Charitable Endowment Fund.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Hickok & Boardman Capital Management
Raymond James Financial Services
State Registrations41 states
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