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Kristopher P
Series 65, Series 63
Sarasota, FL
LPL Enterprise
Kristopher Phillips is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at several firms, including Cetera, Moors & Cabot Inc, and Prudential Insurance Company of America. Phillips is also the owner of Fairway Wealth Management, providing brokerage and advisory services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.
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