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About James Phillips. James is an Investment Advisor Representative who specializes in investment and estate planning for those who desire to protect, grow, and distribute their wealth with integrity and wisdom. James graduated from Ashland University in 2005 with a Finance Degree and Bachelor of Science in Business Administration.
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1360 S. Patrick Drive, Suite 5, Satellite Beach, FL 32937. Learn more about James Phillips, a financial advisor in Satellite Beach, FL with the US News Advisor Finder.
- 1360 S. Patrick Drive, Satellite Beach, 32937, FL
- Satellite Beach, 32937, FL
- Financial Advisor
- Oxenfree Financial
James Phillips is a financial advisor based in Richmond, Virginia who has 1 year of industry experience. Phillips is on the advisory team at Lpl Financial LLC. Over the course of their career, Phillips has held roles at Citizens Bank & Trust, Bi Investments, LLC, Blue Ridge Bank, Infinex Investme...
James Phillips is a financial advisor based in Florida, Satellite Beach, with 16 years of experience. James currently works for Oxenfree Financial. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an ...
JAMES PHILLIPS Financial Advisor Address: 540 Lincoln Park Boulevard, 3rd Floor , Kettering , OH 45429-0000 Phone: 937-949-6241 ...
Address: 1105 W 15TH ST, 1ST FL , WASHINGTON , NC 27889. Phone: 252-631-6108 | 866-255-8448. Email: James.W.Phillips@wellsfargo.com. Tailored Financial Strategies. Personal Service. As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs.
James Phillips, CFP® Financial Advisor and Vice President, Investments - Phillips Wealth Management Group of Raymond James ... Financial Advisor at Pinnacle Financial Partners
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