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Amy Hart

Relationship Manager / Chief Compliance OfficerPhillips Wealth Planners LLCCRD 7542071

About Amy Hart

Amy Hart is listed as Relationship Manager / Chief Compliance Officer at Phillips Wealth Planners LLC in Starkville, MS. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Phillips Wealth Planners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Amy Hart work?

Amy Hart is listed as Relationship Manager / Chief Compliance Officer at Phillips Wealth Planners LLC on SEC Form ADV.

How much of Phillips Wealth Planners LLC does Amy Hart own?

Form ADV reports a beneficial ownership band of Under 5%.

Phillips Wealth Planners LLC

TitleRelationship Manager / Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Phillips Wealth Planners LLC →