Phil
Mcnulty

Verus Capital Partners, LLC

CRD#5828082
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Phil Mcnulty is a certified financial planner operating in Scottsdale, Arizona, with 2 years of industry experience. Mcnulty is an employee of Verus Capital Partners, LLC. During their career, the advisor has held roles at Securities America, Inc, Securities America Advisors, Inc, Verus Capital Partners, Lpl Financial LLC, Tucson Old Pueblo Credit Union, Pfg Advisors, Lpl Financial, LLC and Verus Capital Partners, LLC. Mcnulty holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona and Texas. Verus Capital Partners, LLC is an advisory business based in Scottsdale, AZ. It has offices in 27 locations and a total of 47 employees. It administers $948 million in assets among its 4,226 customer accounts, placing it among the larger firms in the country by assets under management. The firm advises 12 charities and foundations. Of its 4,226 accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on the type of services. However, fees billed by Verus Capital Partners, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14301 N 87Th Street Suite 307
Scottsdale, AZ 85260

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Verus Capital Partners, LLC Brokerage Details

Total Assets Under Management

$948,186,511

AZ Average: $1,555,372,352
Total Number of Employees

47

AZ Average: 37
Total Number of Accounts

4,226

AZ Average: 1,370
Average Account Size

$224,370

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Phil Mcnulty Work History

Phil has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Verus Capital Partners, LLC

2017 - 2020 (3 years)

Securities America, Inc

2016 - 2017 (1 year)

Lpl Financial LLC

2016 - 2020 (4 years)

Tucson Old Pueblo Credit Union

2016 - 2020 (4 years)

Pfg Advisors

2014 - 2016 (2 years)

Verus Capital Partners

2012 - 2016 (4 years)

Securities America Advisors, Inc

2010 - 2016 (6 years)

Securities America, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Phil Mcnulty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verus Capital Partners, LLC

Yueh-Hwa Lee
Pasadena, CA
Marty Block
Mesa, AZ
Robyn Kreuer
Scottsdale, AZ
Betsy Merritt
San Diego, CA
Satenik Nshanyan
Northridge, CA
Grant Starkey
San Marcos, CA
Mark Tang
Mesa, AZ
Christopher Oxenham
Glenelg, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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