Burt Phillips 201312

Burt Phillips EA, CFP®

LPL Registered Principal
315.214.3845
855.349.5469
315.218.6610

Burt has been working with his investment clients since 1993. In 1997 he joined LPL Financial and led the investment, insurance, and tax preparation programs of a local financial institution. Burt joined his colleagues at Dusckas Advisory Group in 2015.

Burt holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). He earned a baccalaureate degree in Finance and Management from Columbia College, and a certificate in financial planning from Boston University.