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Melissa Lynn Phillips

Eagle Wealth Strategies

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About Melissa Lynn Phillips

Melissa Phillips is a registered Investment Advisor Representative with Eagle Wealth Strategies, located in West Deptford, New Jersey. Melissa has been in the financial services industry since August 2003. She is licensed in New Jersey. Melissa provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Melissa is committed to providing her clients with personalized advice and guidance to help them reach their financial goals.

Firm Information

Melissa Phillips is currently registered with Eagle Wealth Strategies. Eagle Wealth Strategies is a Registered Investment Advisor (RIA) based in WEST DEPTFORD, NJ, with 8 investment advisor representatives and 7 licensed agents. They manage approximately $498 million in client assets, primarily for high-net-worth individuals, corporations, and individuals other than high-net-worth. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
Eagle Wealth Strategies

877 KINGS HIGHWAY

WEST DEPTFORD, NJ 08096

$498.30M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting fees

Consulting fees

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fee

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Melissa Phillips’s Registration & Firm History

NJ

04/18/2023 - Present

Eagle Wealth Strategies (WEST DEPTFORD NJ)

NJ

08/20/2018 - 04/12/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)

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Licenses & Designations

BOTH

Issued 10/08/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/03/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Lynn Phillips.
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