Jacobi Capital Management
40yrs
Top advisor by experience in Pittston
22yrs
Mark Phillips
Financial advisor at Lewis Asset Management
Mark Phillips has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Pittston, Pennsylvania. After two years at Integrated Capital Management and nine years at FSC Securities, Mark joined Lewis Asset Management in 2017, a firm offering financial planning and investment management. Lewis Asset Management reports being paid through a percentage of assets and flat fees.
One of 33 advisors with offices in Pittston, and one of 28 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office9 N. Main Street, Pittston, PA 18640
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.39 million
Advisors at the firm5
States licensed ?1 state
Services through Lewis Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowLewis Asset ManagementCurrent firm
- Jun 2011 – Mar 2013Integrated Capital Management, Inc.Previously
- 2007 – 2017FSC Securities CorporationPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Lewis Asset Management at (925) 284-4033 and ask for Mark Phillips. Mark works from the Pittston, PA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Lewis Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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