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

Oct 15, 2025

Work Experience

Zuk Financial Group

Financial Advisor Present
Email: dphillips@zukfinancial.com

LPL Financial

Registered Representative Present
Email: dphillips@zukfinancial.com

More profiles to browse

NM
Narine Mardanyan
Financial Advisor
Profile Photo
Ahamad Manohorathat
Registered Representative
Profile Photo
Rick Hughes
Financial Advisor and Investment Adviser Representative (IAR)
MM
Mike Mueller
Financial Advisor

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management