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

David Phillips
Financial Advisor
Zuk Financial Group
United States, California, Dana Point
About Me
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
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