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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phil? Claim Your ProfilePhil McNulty is a financial advisor with over 10 years of experience in the industry. Phil has a strong background in providing financial planning, portfolio management, and investment advisory services to a wide range of clients. Phil is currently registered with Verus Capital Partners, LLC in Arizona and Texas. Phil holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam and is a Certified Financial Planner. Phil is also associated with LPL Financial LLC. Previously, Phil has also worked with Securities America, Inc. and LPL Financial LLC. Phil is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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2
AZ
01/11/2021 - Present
Verus Capital Partners, LLC (SCOTTSDALE AZ)
AZ
10/10/2017 - 01/07/2021
SECURITIES AMERICA, INC. (Tucson AZ)
AZ
04/08/2016 - 10/11/2017
LPL FINANCIAL LLC (TUCSON AZ)
AZ
08/30/2010 - 03/31/2016
SECURITIES AMERICA, INC. (SIERRA VISTA AZ)
IA
Issued 11/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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