Phil Mcnulty
Phil Mcnulty is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Phoenix, AZ, with 15 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3200 E Camelback Rd, Ste. 275, Phoenix, AZ, 85018
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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.