Zachary Phillips is a registered investment advisor at Lvz, INC., based in Clarkesville, GA, with 10 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,473 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on account size, complexity, and related accounts. Accounts below $100,000 may incur an additional $60 annual maintenance fee.
Fee Estimator
Location
138 East Water Street, Clarkesville, GA, 30523
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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 Activities
Zachary is a salesperson at CAP Realty Inc. and owns T. L. Phillips Financial Group Inc., Phillips Financial Planning, Inc., and ZLA, LLC. He also serves as a board member for the Clarkesville Planning Commission, dedicating minimal time to this role.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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