Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Saunders is an investment advisor representative with Joss Brown Wealth Advisors. Phillip is a Registered Investment Advisor in the state of Virginia. Phillip has been in the financial services industry since 2010. Phillip holds a Series 65 license. The firm Joss Brown Wealth Advisors is located in Williamsburg, Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
03/19/2023 - Present
Joss Brown Wealth Advisors (Newport News VA)
IA
Issued 08/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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