Thomas Phillips
Thomas Phillips is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leesburg, GA, with 14 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
192 Oakland Parkway, Suite A, Leesburg, GA, 31763
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas owns Magnolia Stables at Byron Plantation, LLC, an agriculture/farming business, dedicating about 10-20% of his time to overseeing the barn. He is also an officer and owner of Tennyson Phillips Wealth Management and TKP Philllips Wealth Management LLC, respectively, spending about half his time or more on each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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