Lauren Castle Black

Employer firm

Phillips Wealth Planners LLC CRD 319226

$341M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2011 → 10/2022
  Raymond James Financial Services, Inc.
  Starkville, MS
• 10/2014 → 09/2022
  Phillips Financial
  Starksville, MS
• 04/2018 → 10/2022
  Raymond James Financial Services Advisors Inc.
  Starkville, MS
• 08/2013 → Present
  Bridges Out Of Poverty
  Starkville, MS
• 08/2022 → Present
  Phillips Wealth Planners Llc
  Starkville, MS

Previous Registrations

• 2018-04-04 → 2022-10-13
  Raymond James Financial Services Advisors, Inc
  Starkville, MS

Other Businesses

(1) Name of Business: Bridges Out of Poverty Address: 407 Pike Road, Starkville, MS, 39759, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 08/14/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Deposit donations and write checks (2) Name of Business: Phillips Wealth Planners Address: 104 W Lampkin St, Starkville, MS, 39759, United States Activity Type: Support Company - 49% Owner/Title: Associate/Employee, Independent Contractor Investment Related: Yes Start Date: 10/28/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Meet with clients, financial planning, investment research (3) Name of Business: Starkville Academy Investment Committee; Address: 500 Academy Road, Starkville, MS 39759, United States; Activity Type: Educational Organization, No ownership or compensation; Title: Board Member; Investment Related: Yes; Start Date: 07/01/2025; Hours per month: 1; Description of Duties: Meet with the endowment board and Advisor of the Endowment 2x a year to make sure we are adhering to the investment policy statement (4) Name of Business: SAPA PTA Board Treasurer; Address: 500 Academy Road, Starkville, MS. 39759 United States; Activity Type: Educational Organization, No ownership or compensation; Title: Board Member; Investment Related: No; Start Date: 07/01/2025; Hours per month: 5 hours; Description of Duties: Deposit Checks, keep records. (5) Name of Business: Financial Planning Association of Mississippi; Address:104 W Lampkin St, Starkville, MS. 39759; Activity Type: Industry Group; No ownership or compensation; Title: Treasurer; Investment Related: No; Start Date: 11/12/2023; Hours per month: 4 hours; Description of Duties: Deposit checks, pay invoices, keep track of finances. (6) Name of Business: Mississippi State MBA Board; Address: 114 McCool Hall, Mississippi State, MS. 39762; Activity Type: Educational Organization; No ownership or compensation; Title: Board Member; Investment Related: No; Start Date: 03/01/2019; Hours per month: 2 hours; Description of Duties: Attend quarterly board meetings.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-08-18

Designations

• Certified Financial Planner

Other Names

• Lauren Diane Castle
• Lauren Diane Castle
• Lauren Diane Black