Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Ray McCollum is an investment advisor representative at Baker Tilly Wealth Management, LLC. Phillip is registered with the state of Arizona. Phillip has been in the industry since 1996 and is based in Tempe, AZ. Phillip has passed the Uniform Investment Adviser Law Examination (Series 65) and is registered with the state of Arizona as an investment advisor representative.
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.
Investment consulting
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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AZ
01/10/2023 - Present
Baker Tilly Wealth Management, LLC (Tempe AZ)
IA
Issued 08/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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