Phil Mcnulty
Phil Mcnulty is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Phoenix, AZ, with 16 years of industry experience. Phil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
2390 East Camelback Road, Suite 130, Pmb 1379, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phil is involved in several business activities, including Verus Capital Partners LLC (DBA for LPL business), Intentional, LLC (for tax/investment purposes), and Verus Blue Financial (DBA for LPL business). He also works as an insurance agent selling non-variable insurance, dedicating minimal time to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Pfg Advisors
LPL Financial LLCBroker
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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