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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip McCaull is a financial advisor with Commonwealth Financial Network in Lebanon, NH. Philip has been in the financial services industry since 2001, with previous experience at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Philip holds a Series 66, Series 7, and SIE licenses. He specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Philip is registered to provide investment advisory services in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wyoming.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
08/08/2017 - Present
Commonwealth Financial Network (Lebanon NH)
NH
01/01/2008 - 08/04/2017
WELLS FARGO CLEARING SERVICES, LLC (LEBANON NH)
NH
03/19/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LEBANON NH)
BOTH
Issued 04/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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