Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur McPhail is a financial professional with over 30 years of experience in the industry. Arthur is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC. Arthur has previously worked with Summit Brokerage Services, Inc., J.P. Turner & Company, LLC., Workman Securities Corporation, 1717 Capital Management Company, Fidelity Equity Services Corporation, Manequity, Inc., and Planned Employee Benefits, Inc. Arthur holds Series 6, 63, 65, and SIE licenses. Arthur is also a registered Investment Advisor Representative in Texas and Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (Oak Brook IL)
IL
09/10/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Oak Brook IL)
IL
09/23/2011 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (OAKBROOK IL)
IL
12/20/2006 - 09/28/2011
WORKMAN SECURITIES CORPORATION (OAK BROOK IL)
IL
03/15/1991 - 01/03/2007
1717 CAPITAL MANAGEMENT COMPANY (LOMBARD IL)
NA
07/02/1987 - 04/02/1991
FIDELITY EQUITY SERVICES CORPORATION
NA
12/24/1986 - 07/01/1987
MANEQUITY, INC.
NA
08/03/1983 - 01/07/1985
PLANNED EMPLOYEE BENEFITS, INC.
IA
Issued 09/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Arthur McPhail is the right advisor for you? Invested Better is here to help.
