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Philip Dean Neville

Wealth Advisors Network, Inc.

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About Philip Dean Neville

Philip Neville is a financial advisor registered with Wealth Advisors Network, Inc., with over 25 years of experience in the financial services industry. Philip Neville holds Series 63 and 66 licenses, along with Series 7 and SIE. Philip Neville is also a Certified Financial Planner. Philip Neville is associated with Wealth Advisors Network, Inc. in Greeley, CO, and has been affiliated with Wealth Advisors Network, Inc. since 2007. Philip Neville specializes in providing financial planning and investment management services to individuals, families, and businesses. Philip Neville is also a registered investment advisor representative with Wealth Advisors Network, Inc., which is a registered investment advisor firm.

Firm Information

Philip Neville is currently registered with Wealth Advisors Network, Inc.. Wealth Advisors Network, Inc. is a registered investment advisor based in Hastings, NE. With over $297 million in assets under management, the firm specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also offers selection of other advisors services. Wealth Advisors Network, Inc. has 6 licensed agents, 12 investment advisor representatives, and 11 registered representatives.
Wealth Advisors Network, Inc.

201 FOUNDATION PLACE STE 100

HASTINGS, NE 68901

$297.02M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from third party money manager

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Philip Neville’s Registration & Firm History

CO

01/25/2007 - Present

Wealth Advisors Network, Inc. (GREELEY CO)

CO

07/02/1997 - 06/17/2013

1ST GLOBAL CAPITAL CORP. (GREELEY CO)

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Licenses & Designations

BOTH

Issued 01/23/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Dean Neville.
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