Burt Phillips's Location
Syracuse, NY, US
Burt Phillips's Work
- Registered Principal - LPL Financial @ LPL Financial
- Enrolled Agent @ Burt Phillips, EA - Tax Preparation & Audit Representation Services
- President and COO @ Empower Associated Services, Inc.
Burt Phillips's Education
- Boston University
CFP®
2004 - 2005 - Columbia College (NY)
BS
1983
Burt Phillips's Skills
- Retirement Planning
- Training
- Microsoft Office
- Process Improvement
- Project Management
- Securities
- Insurance
- Finance
- Risk Management
- Financial Analysis
Burt Phillips's Summary
Burt Phillips, based in Syracuse, NY, US, is currently a Registered Principal - LPL Financial at LPL Financial, bringing experience from previous roles at Burt Phillips, EA - Tax Preparation & Audit Representation Services and Empower Associated Services, Inc.. Burt Phillips holds a 2004 - 2005 CFP® @ Boston University. With a robust skill set that includes Retirement Planning, Training, Microsoft Office, Process Improvement, Project Management and more, Burt Phillips contributes valuable insights to the industry. Burt Phillips has 1 email on RocketReach.
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