Justin Tedford Phillips
Investment adviser representative at Family Legacy, Inc.
10 yearsExperience
1 stateRegistered in
$377.3MFirm assets
31 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 assetsFixed 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
10 years in the industry.
- Family Legacy, Inc.Feb 2022 to now
- Family Legacy Business Services, Inc.Oct 2021 to now
- Stokes & Company CpasDec 2020 to Oct 2021
- Bradshaw, Gordon & ClinkscalesJan 2017 to Dec 2020
- Greenville County SchoolsJul 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
Family Legacy, Inc.
$377.3MAssets managed
257Clients
7Advisers
31 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
- 7495490
- Firm CRD
- 110945