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Thomas Kirtley Phillips

Advisor at Raymond James Financial — Leesburg, GA

Updated today

Credentials

Series 66

Experience

15 years

Location

Leesburg, GA 31763

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,973 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Thomas Phillips is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He has worked within various divisions of Raymond James since 2015. Outside of his advisory role, he owns Magnolia Stables at Byron Plantation, where he oversees equestrian facilities for his daughter’s riding activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Leesburg, GA

192 Oakland Parkway, Suite A

Leesburg GA 31763

Advisors at this office

6

Most active in

Georgia · Texas

Work history

15 years of industry experience

Raymond James Financial Services Advisors, Inc.

2023 - Present • 3 years

Leesburg, GA

Raymond James Financial Services, Inc.

2023 - Present • 3 years

Leesburg, GA

Raymond James & Associates

2015 - 2023 • 8 years

Albany, GA

Merrill

2011 - 2015 • 4 years

Albany, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonathan F

Series 63, Series 65, Series 66

Leesburg, GA

Integrity Dynamic Investments LLC

Jonathan Fisk is a financial advisor at Integrity Dynamic Investments LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Integrity Dynamic Investments since 2014. Integrity Dynamic Investments provides discretionary asset management and ongoing portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm utilizes a rules-based, dynamic asset allocation strategy that incorporates fundamental, technical, relative strength, and quantitative analysis, with a focus on Dorsey Wright research and the DALI relative-strength framework.

Active portfolio management Factor investing / smart beta Passive / index investing
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Kelly J

Series 63, Series 65

Albany, GA

The Jenkins Group

Kelly Jenkins is a financial advisor with The Jenkins Group in Albany, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with LPL Financial since 2009 and has been a principal at The Jenkins Group since 2005. Jenkins provides consulting services through The Jenkins Group, where she is a 50% owner and has check-writing authority alongside her partner. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities. The firm offers financial planning, consulting, and discretionary and non-discretionary portfolio management, utilizing model portfolios and LPL-sponsored programs to tailor investment advice to clients’ objectives and risk tolerance.

General retirement planning General tax planning Wealth management Family Business Founder/Business Owner
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Davis G

Series 66

Albany, GA

The Jenkins Group

Davis Gill is a financial advisor at The Jenkins Group in Albany, GA, holding a Series 66 designation with seven years of industry experience. He has been with The Jenkins Group since 2018 and also has prior experience at LPL Financial and Mauldin & Jenkins. Outside of advising, he is involved in a farming enterprise, managing Shady Oak Pecan Farm. The Jenkins Group serves individual clients, including high-net-worth households, as well as trusts, estates, charities, and business entities, providing financial planning, consulting, and discretionary and non-discretionary portfolio management. The firm’s investment advice is tailored to clients’ objectives and risk tolerance, often using model portfolios and leveraging multiple LPL-sponsored programs.

General retirement planning General tax planning Wealth management Family Business Founder/Business Owner
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Britt B

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Britt Bazemore is a CFP® professional with 17 years of industry experience, currently serving at KingsMark Private Financial Advisors, LLC since 2008. She is also CEO of Broadview Advisory Group, LLC, where she provides financial advisory and CPA services. Additionally, Bazemore holds roles as an independent insurance agent and serves on the board of Doublegate Country Club as secretary. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing fundamental analysis, asset allocation, and the use of options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Noah M

CFP®, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Thomas S

CFP®, ChFC®, Series 63, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Thomas Sanders is a CFP® and ChFC® with 27 years of industry experience. He has served at KingsMark Private Financial Advisors, LLC since 2008 and has operated his own sole proprietorship since 1985. Outside of his advisory work, he manages several family-owned land and farming businesses, including a hunting guide service and timberland operations. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis, asset-allocation models, and options strategies, with access to affiliated accounting and tax services.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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