RBC Capital Markets
47yrs
Top advisor by experience in Greenville
15yrs
Corey Phillips is a fiduciary financial advisor in Greenville, South Carolina, with 15 years in the industry. Corey joined Edward Jones in 2011, a firm offering financial planning, investment management, and retirement plan consulting. Corey holds the ChFC designation.
One of 749 advisors with offices in Greenville, and one of 712 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 66% of advisors at Edward Jones
Office880 S Pleasantburg Dr Suite 1a, Greenville, SC 29607
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowEdward JonesCurrent firm
Contact Corey
880 S Pleasantburg Dr Suite 1aGreenville, SC 29607Office · Get directions Firm main line(314) 515-2000Headquarters: Edward Jones · St. Louis, MO
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Questions to ask Corey
Tailored to Corey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Corey
How do I contact Corey?
Call Edward Jones at (314) 515-2000 and ask for Corey Phillips. Corey works from the Greenville, SC office.
How long has Corey been a financial advisor?
Corey has been in the industry since 2011, about 15 years. More experience than 66% of advisors at Edward Jones.
What licenses does Corey hold?
Series 66. Tap any license on this page to see what it allows.
Is Corey a fiduciary?
Corey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corey paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Corey 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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