Phil McNulty Location
Phoenix, AZ, US
Phil McNulty Work
- 2025 - now Certified Financial Planner @ Proxy Advisory
- 2025 - now Registered Representative @ Cambridge Investment Research, Inc.
- 2021 - 2025 Registered Representative @ LPL Financial
- 2021 - 2025 Certified Financial Planner @ Verus Capital Partners, LLC
- 2017 - 2021 Certified Financial Planner @ Securities America Inc.
- 2016 - 2021 CERTIFIED FINANCIAL PLANNER (TM) @ Tucson Old Pueblo Credit Union
- 2010 - 2017 Certified Financial Planner (TM) @ Phil McNulty, CFP ®
- 1996 - 2004 Marine @ United States Marine Forces Reserve
Phil McNulty Education
- University of Memphis
Bachelor's
2004 - 2005 - College for Financial Planning
Master’s Degree (Financial Planning and Services)
Phil McNulty Skills
- Investments
- Strategic Financial Planning
- Retirement Planning
- Retirement
- Wealth Management
- Risk Management
- Security
- Life Insurance
- Alternative Investments
- Financial Advisory
Phil McNulty Summary
Phil McNulty, based in Phoenix, AZ, US, is currently a Certified Financial Planner at Proxy Advisory Group. Phil McNulty brings experience from previous roles at Cambridge Investment Research, Inc., LPL Financial, Verus Capital Partners, LLC and Securities America Inc.. Phil McNulty holds a 2004 - 2005 Bachelor's @ University of Memphis. With a robust skill set that includes Investments, Strategic Financial Planning, Retirement Planning, Retirement, Wealth Management and more. Phil McNulty has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Proxy Advisory Employees
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Phil McNulty
Certified Financial Planner at Proxy Advisory
Phoenix, AZ, US32 -
Janelle Martinez
Client Associate at Proxy Advisory
Walnut Creek, CA, US1
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