Phil Mcnulty

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 10/2017
  Lpl Financial Llc
  Tucson, AZ
• 04/2016 → 12/2020
  Tucson Old Pueblo Credit Union
  Tucson, AZ
• 04/2016 → 12/2020
  Pfg Advisors
  Tucson, AZ
• 10/2017 → 12/2020
  Securities America, Inc
  Tucson, AZ
• 01/2021 → 07/2025
  Lpl Financial, Llc
  Scottsdale, AZ
• 01/2021 → 07/2025
  Verus Capital Partners, Llc
  Scottsdale, AZ
• 07/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-01-11 → 2025-07-17
  Verus Capital Partners, Llc
  Scottsdale, AZ
• 2016-04-19 → 2021-01-06
  Pfg Advisors
  Tucson, AZ
  Phoenix, AZ
• 2015-01-01 → 2016-04-01
  Verus Capital Partners, Llc
  Sierra Vista, AZ
• 2014-03-21 → 2014-12-31
  Verus Capital Partners, Llc
  Sierra Vista, AZ
• 2012-01-12 → 2014-03-25
  Securities America Advisors, Inc.
  Sierra Vista, AZ
  Sierra Vista, AZ
  Sierra Vista, AZ
  Sierra Vista, AZ

Other Businesses

1. PROXY FINANCIAL, 2390 E Camelback Rd, STE 130, Phoenix AZ 85016, United States, 06/2025, AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 1 HR/MO - 0 HR/MO TRADING. 2. INTENTIONAL, LLC, 20004 N 33rtd Pl, Phoenix AZ 85050, United States, 06/23/2025, Owner, Employee (receive a W-2), NIR, 2 HR/MO - 0 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/2025 4. PROXY ADVISORY GROUP, 2390 E Camelback Rd, STE 130, Phoenix AZ 85016, United States, 12/2025, AGENT, MARKETING, NIR, 200 HR/MO - 140 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-11
• S63 Uniform Securities Agent State Law Examination
  2010-11-12

Designations

• Certified Financial Planner

Other Names

• Philip Mcnulty