Trip Phillips Email & Phone Number
401k Retirement Plan Consultant and Registered Principal and Financial Advisor
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Trip Phillips Location
- Montgomery, AL, US
Trip Phillips Work
- 2004 -now 401k Retirement Plan Consultant and Registered Principal and Financial Advisor @ Raymond James Financial Services, Inc., Member FINRA/SIPC
- 1994 -2004 Financial Advisor and VP @
- 1989 -1994 Financial Advisor @ Morgan Keegan & Company
Trip Phillips Education
- Auburn University
Bachelor of Science (B.S.) (Business Administration, Management and Operations)
1982-1986
Trip Phillips Skills
- Financial Planning
- Retirement Planning
- Retirement Income Planning
- Investments
- Mutual Funds
- Variable Annuities
- Stocks
- Bonds
- Wealth Management
- Qualified Retirement Plans
- IRAs
- 401k
- RICP®
- Financial Analysis
- Microsoft Office
- Customer Service
- Healthcare
- BLS
- Ricp
- Finance
Trip Phillips Summary
- Trip Phillips, based in Montgomery, AL, US, is currently a 401k Retirement Plan Consultant and Registered Principal and Financial Advisor at Raymond James Financial Services, Inc., Member FINRA/SIPC. Trip Phillips brings experience from previous roles at Morgan Stanley and Morgan Keegan & Company. Trip Phillips holds a 1982 - 1986 Bachelor of Science (B.S.) in Business Administration, Management and Operations @ Auburn University. With a robust skill set that includes Financial Planning, Retirement Planning, Retirement Income Planning, Investments, Mutual Funds and more. Trip Phillips has 1 emails and 1 mobile phone numbers on RocketReach.
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