Philip Neville, financial advisor Greeley CO

Philip Neville

CRD Number: 2890074
Current Firm: Wealth Advisors Network, Inc.

Philip Neville (CRD# 2890074) is an Investment Advisor Representative working at Wealth Advisors Network, Inc. in Greeley, CO and has over 26 years of experience in the finance industry. Philip Neville has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2013 - Current 10
Wealth Advisors Nebraksa, Inc. Greeley, CO Jan 2007 - Current 17
Wealth Advisors Network, Inc. Greeley, CO Jan 2007 - Current 17
Anderson & Whitney, P.c. Greeley, CO Jun 1970 - Current 53
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Philip D. Neville
Phone Number: 402-463-6769
Firm Website: https://www.bspwm.com/
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    742
    ACCOUNTS
  • Average Account Value
    $345,800
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CO, FL, NE, NY, PA

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