Phillip Ray Mccollum

Employer firm

Baker Tilly Wealth Management, LLC CRD 167811

$5.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2015 → 12/2022
  Henry+Horne, Llp
  Tempe, AZ
• 12/2022 → Present
  Baker Tilly Advisory Group, Lp
  Scottsdale, AZ
• 12/2022 → Present
  Baker Tilly Wealth Management, Llc
  Scottsdale, AZ

Previous Registrations

• 2019-08-19 → 2022-07-15
  Henry + Horne Wealth Management
  Scottsdale, AZ
  Tempe, AZ

Other Businesses

1)BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") IS A CONTROLLED SUBSIDIARY OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 5% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMENT IN PLACE BETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES. 2) SPRINGTREE CONDO ASSOCIATION; NOT INVESTMENT RELATED; TEMPE, AZ; PRESIDENT OF THE BOARD; START DATE 1/2020; 1% OF TIME SPENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-17

Other Names

• Phillip Ray Mccollum