UBS Financial Services
47yrs
Top advisor by experience in Phoenix
16yrs
Phil McNulty
Financial advisor at Cambridge Investment Research Advisors
Phil McNulty has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Phoenix, Arizona. Phil has been with Cambridge Investment Research Advisors since 2025; before that, Phil spent five years at Verus Capital Partners and five years at PFG Advisors. Phil holds the CFP® designation.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 57% of advisors in Phoenix
Office2390 East Camelback Road, Suite 130 PMB 1379, Phoenix, AZ 85016
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2021 – 2025Verus Capital Partners, LLCPreviously
- 2016 – 2021PFG AdvisorsPreviously
- Jan 2015 – Apr 2016Verus Capital Partners, LLCPreviously
- Mar 2014 – Dec 2014Verus Capital Partners, LLCPreviously
- 2012 – 2014Securities America Advisors, Inc.Previously
Contact Phil
2390 East Camelback Road, Suite 130 PMB 1379Phoenix, AZ 85016Office · Get directions Firm main line(641) 472-5100Headquarters: Cambridge Investment Research Advisors · Fairfield, IA Instagram pageCambridge Investment Research Advisors
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Questions to ask Phil
Tailored to Phil’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Phil
How do I contact Phil?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Phil McNulty. Phil works from the Phoenix, AZ office.
How long has Phil been a financial advisor?
Phil has been in the industry since 2010, about 16 years. More experience than 57% of advisors in Phoenix.
What licenses does Phil hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Phil a fiduciary?
Phil is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Phil paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Phil for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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