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Victor Phillips

Advisor at Ameriprise

Updated today

Location

Rienzi, MS

Credentials

Series 66

Industry experience

4 years

About

Victor Phillips is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Blumark Financial and has experience outside finance, including landscape design and retail. Phillips is also involved in independent insurance brokering with a focus on disability income. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to generate personalized recommendations delivered through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

Rienzi, MS

Most active in

Michigan · Mississippi · Texas

Work history

Ameriprise

2021 - Present (5 years)

Blumark Financial

2019 - 2021 (2 years)

Blumark Financial

2019 - 2019 (1 year)

Twin Firs Landscape & Design

2017 - 2018 (1 year)

Chipotle Mexican Grill

2016 - 2017 (1 year)

University of Michigan - Dearborn

2016 - 2020 (4 years)

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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CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

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Aaron H

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Aaron Hight is a CFP® professional with eight years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. His prior roles include positions at Haire Wealth Management, LPL Financial LLC, and MML Investors Services, LLC. Outside of advising, he teaches business courses at Blue Mountain College and coaches cross-country at Northeast Mississippi Community College. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a combination of fundamental and technical analysis, with a focus on long-term investment strategies and continuous portfolio monitoring.

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Pierce L

Series 65

Corinth, MS

Langley Wealth Management, LLC

Pierce Langley is a Series 65-licensed financial advisor at Langley Wealth Management, LLC with one year of industry experience. Prior to joining Langley Wealth Management in 2024, he held positions at Atmos Energy, Rackley Oil, Mississippi State University, First American National Bank, and Pittman Construction. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a mix of ETFs, mutual funds, stocks, bonds, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Timothy C

ChFC®, Series 63

Corinth, MS

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Timothy Campbell is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Newbridge Securities Corporation, Newbridge Financial Services Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a sales agent with Campbell & Associates, focusing on life and health insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management

Amy E

Series 66

Booneville, MS

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Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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