Savannah Phillips
Savannah Phillips is a registered investment advisor at Cetera Investment Advisers LLC, based in Mount Vernon, TX, with 6 years of industry experience. Savannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
202 Scott Street, Mount Vernon, TX, 75457
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Savannah is involved in several organizations, including youth clubs, a church finance team, and a non-profit. She also works as a financial advisor for FFEC and owns Phillips Investments, LLC, dedicating full-time hours to these financial services activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Edward JonesBroker
State Registrations1 state
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