Best Investors Account Sign in
Inactive

Lynn Marie Phillips-Gaines

Phillips Wealth Planners LLC

Starkville, MS

Claim This Profile
Current Employers
Phillips Wealth Planners Llc

104 West Lampkin Street, Starkville, MS 39759 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-01-01
  • MS RA
    APPROVED
    Since 2025-01-01

Branch Locations

104 West Lampkin Street, Starkville, MS 39759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Starkville MS 10/1998 10/2022
Raymond James Financial Services Advisors, Inc. Starkville MS 01/2009 10/2022
Lynn Phillips Inc. Starkville MS 03/2007 Present
Phillips Financial Starkville MS 09/2007 10/2022
Phillips Wealth Planners Llc Starkville MS 08/2022 Present
Previous Registrations
  • 2009-01-02 → 2022-10-10
    Saint Petersburg, FL
  • 2007-09-10 → 2009-01-02
    Raymond James Financial Services, Inc.
    Starkvile, MS
  • 2001-10-15 → 2007-09-10
    Phillips Financial Advisory, Inc.
    Starkville, MS
Other Businesses

(1) Name of Business: Early Building Construction, LLC Address: 407 Pike Road, Starkville, MS, 39759, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/25/2019 Hours per month devoted to this business: 0.5 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To oversee the general contractor for buildings being built. (2) Name of Business: Endeavour Enterprises, LLC Address: 407 Pike Road, Starkville MS 39759, MS, 39759, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 05/09/2019 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 2-10 Description of duties: A partner in a LLC. (3) Name of Business: Lynn Phillips, Inc. Address: 104 W Lampkin St, Starkville, MS, 39759, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 03/08/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-02-15
  • S63 Uniform Securities Agent State Law Examination
    1985-02-15
Designations
Other Names
  • Lynn Marie Phillips
  • Lynn Marie Phillips

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Starkville, MS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor