Phillip Scott Eggers

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2015 → 03/2024
  Raymond James Financial Services, Inc.
  Plano, TX
• 05/2015 → 03/2024
  Raymond James Financial Services Advisors Inc.
  Plano, TX
• 05/2015 → Present
  Eggers Stagecoach Farm
  Pilot Point, TX
• 01/2016 → Present
  Euclid Design Group
  Pilot Point, TX
• 05/2015 → Present
  Legacy Retirement Planning
  Plano, TX
• 05/2020 → Present
  Super Duty Fans
  Pilot Point, TX
• 03/2024 → Present
  Lpl Financial Llc
  Plano, TX

Previous Registrations

• 2015-05-29 → 2024-04-02
  Raymond James Financial Services Advisors, Inc
  Plano, TX
• 1998-01-16 → 2015-06-05
  Lpl Financial Llc
  Plano, TX
• 2013-02-06 → 2014-03-26
  Stratos Wealth Partners, Ltd
  Plano, TX

Other Businesses

1) 12/29/2023 - Euclid Design Group - Business Owner - Parent company of Windmill Ceiling Fans and also Ranch & Co - TX 76258 - Non investment related - 10 Hours per month - Start date: 11/5/2012. 2) 12/29/2023 - Legacy Retirement Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 12/29/2023 - Eggers Stagecoach Farm - Business Entity For Tax/Investment Purposes Only - owner, sale of livestock - TX 76258 - Non investment related - Start date: 09/01/2012. 4) 12/29/2023 - Windmill Ceiling Fans - Business Owner - Silent owner of family business - TX 76258 - Non investment related - Start date: 10/15/2012. 5) 12/29/2023 - Super Duty Fans - Business Owner - CEO of family business - TX 76258 - Non investment related - 10 Hours per month - Start date: 10/1/2018. 6) 12/29/2023 - RANCH & CO. INTERIORS, LLC - Business Owner - Silent owner of family business - TX 76258 - Non investment related - Start date: 1/16/2023.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-13