Phil Mcnulty
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2025 to now
- Cambridge Investment Research, Inc.Jul 2025 to now
- LPL Financial, LLCJan 2021 to Jul 2025
- Verus Capital Partners, LLCJan 2021 to Jul 2025
- Securities America, IncOct 2017 to Dec 2020
- Pfg AdvisorsApr 2016 to Dec 2020
- Tucson Old Pueblo Credit UnionApr 2016 to Dec 2020
- LPL Financial LLCApr 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5828082
- Firm CRD
- 134139