Savannah Shaye Phillips

Current Employers

Employment History

• 06/2017 → 05/2018
  Mt. Vernon Independent School District
  Mount Vernon, TX
• 09/2014 → 06/2017
  Unemployed
  Mount Vernon, TX
• 06/2017 → 03/2018
  Edward Jones
  Mount Vernon, TX
• 05/2018 → 01/2020
  Northwestern Mutual Investment Services, Llc
  Tyler, TX
• 04/2020 → 04/2024
  Raymond James Financial Services, Inc.
  Mount Vernon, TX
• 04/2020 → 04/2024
  Galyean Insurance
  Mount Vernon, TX
• 11/2020 → 04/2024
  Raymond James Financial Services Advisors, Inc
  Mount Vernon, TX
• 03/2021 → 04/2024
  Alliance Bank Financial Services
  Mount Vernon, TX
• 02/2021 → 04/2024
  Alliance Bank
  Mount Vernon, TX
• 05/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2024 → Present
  Phillips Investments, Llc
  Addison, TX

Previous Registrations

• 2020-11-03 → 2024-04-18
  Raymond James Financial Services Advisors, Inc
  Mount Vernon, TX

Other Businesses

1. NAME OF OTHER BUSINESS: MOUNT VERNON KEY CLUB INVESTMENT RELATED: NO ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: CLUB START DATE: 05/2020 POSITION/TITLE/RELATIONSHIP: REPORTER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: UPDATE SOCIAL MEDIA AND NEWS FOR CLUB 2. NAME OF OTHER BUSINESS: LEADERS OF TOMORROW INVESTMENT RELATED: NO ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: CLUB START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: COORDINATE AND RUN LEADERS OF TOMORROW 3. NAME OF OTHER BUSINESS: FIRST BAPTIST CHURCH INVESTMENT RELATED: NO ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: RELIGIOUS START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: FINANCE TEAM APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGET 4. NAME OF OTHER BUSINESS: FRANKLIN COUNTY 4H INVESTMENT RELATED: NO ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: NON-PROFIT START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: FINANCE CHAIR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REVIEW CHECKS AND BALANCES FOR THE ORGANIZATION WHICH IS YOUTH LED 5. NAME OF OTHER BUSINESS: FC YOUTH BASEBALL SOFTBALL ASSOCIATION INVESTMENT RELATED: NO ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: SPORTS START DATE: 05/2022 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER 6. NAME OF OTHER BUSINESS: FC BASKETBALL ASSOCIATION INVESTMENT RELATED: NO ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: SPORTS START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER 7. NAME OF OTHER BUSINESS: FFEC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 8. NAME OF OTHER BUSINESS: PHILLIPS INVESTMENTS, LLC INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-11
• S63 Uniform Securities Agent State Law Examination
  2019-06-20

Other Names

• Savannah Shaye Keys
• Savannah Keys
• Savannah Keys
• Savannah Phillips