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Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC (finra.org/sipc.org). The LPL Financial representative associated with (lodifinancial.com) may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, FL, ID, KS, KY, LA, MI, MO, MT, NC, NE, NJ, NV, OH, OR, TN, TX, UT, VA, WA, WY Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Hours
| Friday | 8AM–5PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 8AM–5PM |
| Tuesday | 8AM–5PM |
| Wednesday | 8AM–5PM |
| Thursday | 8AM–5PM |
Address and Contact Information
Address: 1920 Tienda Dr Ste 202, Lodi, CA 95242
Phone: (209) 367-0868
Website: http://www.lodifinancial.com/
Services
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Reviews
Vic Vinegar
My parents were clients of Phillips financial for approximately 5 years. Chris Phillips was generous with his time and helpful with planning assistance and investment. However, we felt it was time to go with a different financial planner. The move was amicable on our part, and although Chris expressed regret we were parting ways, he wished us well and agreed to close our accounts.
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