Lauren Castle Black
Investment adviser representative at Phillips Wealth Planners LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$340.8MFirm assets
Are you Lauren Castle Black? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Phillips Wealth Planners LLCAug 2022 to now
- Bridges Out of PovertyAug 2013 to now
- Raymond James Financial Services Advisors Inc.Apr 2018 to Oct 2022
- Phillips FinancialOct 2014 to Sep 2022
- Raymond James Financial Services, Inc.Aug 2011 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
Phillips Wealth Planners LLC
$340.8MAssets managed
321Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5619132
- Firm CRD
- 319226