Melissa Lynn Phillips
Investment adviser representative at Eagle Wealth Strategies
10 yearsExperience
1 stateRegistered in
$653.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Eagle Wealth Strategies LLCMar 2023 to now
- Estate of David B. Tapp Sr.Apr 2019 to Mar 2020
- Raymond James Financial Services Advisors Inc.Oct 2018 to Mar 2023
- Raymond James Financial Services, IncMay 2018 to Mar 2023
- Eagle Wealth StrategiesOct 2016 to May 2018
- Raymond James Fiancial Services, IncOct 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Eagle Wealth Strategies
Legal name: Eagle Wealth Strategies, LLC
$653.8MAssets managed
654Clients
9Advisers
3 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
- 6711659
- Firm CRD
- 323814