CoverProfile

David Phillips

Financial Advisor

Zuk Financial Group

United States, California, Dana Point

About Me

David Phillips is a Financial Advisor with Zuk Financial Group and is located in Walnut Creek, California. A Registered Representative with LPL Financial, David holds FINRA Series 7, 63 with LPL Financial and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, David represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an Investment Advisor Representative, David offers both institutionally managed programs to his clients as well as fee based consulting. David

View more

Profile Information

Financial Advisor

Zuk Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dana Point

California

United States

Jan 12, 2025

More profiles to browse

Profile Photo
Rick Hughes
Financial Advisor and Investment Adviser Representative (IAR)
MM
Mary Maselli
Financial Advisor
Profile Photo
Joshua Schefers
Financial Advisor
JF
Jill Flores
Registered Representative

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University