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Lauren Castle Black

Member / Partner / Compliance OfficerPhillips Wealth Planners LLCCRD 5619132

About Lauren Castle Black

Lauren Castle Black is listed as Member / Partner / Compliance Officer at Phillips Wealth Planners LLC in Starkville, MS. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Phillips Wealth Planners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lauren Castle Black work?

Lauren Castle Black is listed as Member / Partner / Compliance Officer at Phillips Wealth Planners LLC on SEC Form ADV.

How much of Phillips Wealth Planners LLC does Lauren Castle Black own?

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

Phillips Wealth Planners LLC

TitleMember / Partner / Compliance Officer
Ownership25-50%
Control personYes
Since2022
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