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Joel Daniel Phillips

Chief Compliance OfficerFiduciary Services LLCCRD 5540852

About Joel Daniel Phillips

Joel Daniel Phillips is listed as Chief Compliance Officer at Fiduciary Services LLC in Pocatello, ID. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Fiduciary Services LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joel Daniel Phillips work?

Joel Daniel Phillips is listed as Chief Compliance Officer at Fiduciary Services LLC on SEC Form ADV.

How much of Fiduciary Services LLC does Joel Daniel Phillips own?

Form ADV reports a beneficial ownership band of 25-50%.

Fiduciary Services LLC

TitleChief Compliance Officer
Ownership25-50%
Control personYes
Since2021