John Phillips
John Phillips is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elizabethtown, PA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 Masonic Drive, Elizabethtown, PA, 17022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a part owner of rental real estate and has an equity partnership in DDMP Investment Advisors. He also recommends and sells non-variable insurance products through DDMP Investment Advisors, LLC and acts as a referral source for another insurance business, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations29 states
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