David
Phillips
Valley Wealth Strategies, LLC
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About this Advisor
David Phillips is a financial advisor based in Walnut Creek, California, working with Valley Wealth Strategies, LLC. David has previously held positions at Lpl Financial, LLC, Valley Wealth Strategies, LLC, and National Planning Corporation. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, David is part of Valley Wealth Strategies, LLC, which operates out of Walnut Creek, California. The firm has 21 offices and 30 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Valley Wealth Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Strategies, LLC Brokerage Details
$1,021,500,000
30
4,110
$248,540
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Phillips Work History
Lpl Financial, LLC
Valley Wealth Strategies, LLC
National Planning Corporation
Disclosures
Please visit the SEC profile of David Phillips 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 Valley Wealth Strategies, LLC
Placentia, CA
Sunnyvale, CA
Brawley, CA
Walnut Creek, CA
Menlo Park, CA
Lodi, CA
Lake Forest, CA
Lake Forest, CA
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