Best Investors Account Sign in
Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Indianapolis, IN • 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
Elevate Credit Fort Worth TX 05/2020 08/2020
Pruco Securities Llc Indianapolis IN 01/2023 07/2023
Fidelity Investments Indianapolis IN 12/2023 Present
University Of Alabama Writing Center Tuscalooosa AL 08/2022 12/2022
University Of Alabama Tuscaloosa AL 08/2020 05/2021
The Prudential Insurance Company Of America Indianapolis IN 07/2023 10/2023
Edgar'S Bakery Tuscaloosa AL 08/2021 05/2022
Southwest Christian School Middle School And High School Fort Worth TX 08/2013 05/2019
N/A Indianapolis IN 10/2023 12/2023
University Of Alabama Tuscaloosa AL 08/2021 12/2022
Gemelle Fort Worth TX 05/2021 07/2021
N/A Fort Worth TX 05/2019 08/2019
University Of Alabama Tuscaloosa AL 08/2019 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 08/2020
    Elevate Credit
    Fort Worth, TX
  • 01/2023 → 07/2023
    Indianapolis, IN
  • 12/2023 → Present
    Fidelity Investments
    Indianapolis, IN
  • 08/2022 → 12/2022
    University Of Alabama Writing Center
    Tuscalooosa, AL
  • 08/2020 → 05/2021
    University Of Alabama
    Tuscaloosa, AL
  • 07/2023 → 10/2023
    The Prudential Insurance Company Of America
    Indianapolis, IN
  • 08/2021 → 05/2022
    Edgar'S Bakery
    Tuscaloosa, AL
  • 08/2013 → 05/2019
    Southwest Christian School Middle School And High School
    Fort Worth, TX
  • 10/2023 → 12/2023
    N/A
    Indianapolis, IN
  • 08/2021 → 12/2022
    University Of Alabama
    Tuscaloosa, AL
  • 05/2021 → 07/2021
    Gemelle
    Fort Worth, TX
  • 05/2019 → 08/2019
    N/A
    Fort Worth, TX
  • 08/2019 → 05/2020
    University Of Alabama
    Tuscaloosa, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
  • 2023-06-13 → 2023-10-16
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-31
  • S66 Uniform Combined State Law Examination
    2023-05-31
Other Names
  • Lucy Phillips
  • Lucille Mae Phillips
  • Lucille M Phillips

View on SEC IAPD

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor