Judith Phillips is a registered investment advisor at LPL Financial LLC, based in Tyler, TX, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3200 Troup Hwy Ste 150, Tyler, TX, 75701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Judith works full-time at Income Solutions Wealth Management since 2012. She is also a co-owner of Texas Grain Leather since 2017, dedicating about 10-20% of her time to this non-investment related business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations23 states
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