Portfolio Category: Walnut Creek

David Phillips

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 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.

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