Phillip Lee Mcstotts

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 01/2025
  Lincoln Financial Advisors Corporation
  Salt Lake City, UT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT

Previous Registrations

• 2005-08-22 → 2025-01-24
  Osaic Fa, Inc.
  Holladay, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

1) PHILLIP L. MCSTOTTS, JR., 3165 EAST MILLROCK DRIVE STE 300, HOLLADAY, UT CATEGORY: INSURANCE, INVESTMENT-RELATED: YES TITLE: AGENT, DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE. START DATE: 08/01/2010, HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15 2)PHILLIP L MCSTOTTS 3165 EAST MILLROCK DRIVE, SUITE 450 SALT LAKE CITY, UT 84121 CATEGORY: INSURANCE INVESTMENT-RELATED?: YES TITLE: AGENT DUTIES: INSURANCE BROKERAGE AND /OR SALES OFFERED THROUGH VARIOUS CARRIERS. START DATE: 06/01/2005 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2

Exams

• S66 Uniform Combined State Law Examination
  2005-08-18

Designations

• Certified Financial Planner

Other Names

• Phill Mcstotts