Bob Philpott Email & Phone Number
Sr. Financial Planner @ LPL Financial
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Bob Philpott Location
- Mount Laurel, NJ, US
Bob Philpott Work
- 2025 -now Sr. Financial Planner @
- 2022 -2025 Financial Planning Advisor @
- 2012 -2022 Financial Planning Advisor @ VALIC Financial Advisors, Inc.
- 2010 -2012 Financial Services Representative @ Independence Wealth Strategies, an Office of MetLife
- 2009 -2010 Financial Services Representative @
- 2007 -2009 Financial Services Representative @
Bob Philpott Education
- Widener University
Bachelors (Sports Management)
2003-2007
Bob Philpott Skills
- Cash Management
- Disability Insurance
- Sales
- Pension Systems
- Asset Allocation
- Financial Services
- Series 6
- Investment Advisory
- Whole Life
- Investment Management
- Strategy
- Life Insurance
- Mutual Funds
- College Savings Plans
- Investment Strategies
- Wealth Accumulation
- 401k Rollovers
- Retirement
- 529 Plans
- Saving for Education
- IRAs
- Qualified Retirement Plans
- Long Term Care Insurance
- Securities
- Estate Planning
- Asset Protection
- Investments
- Series 65
- Project Management
- Wealth Management
- Annuity Sales
- Fixed Annuities
- Tax Advantaged Investment Strategies
- Retirement Planning
- Life and Health Insurance Licenses
- Wealth Management Services
- Series 63
- College Education Planning
- 401k
- Variable Products
- Finance
- Financial Advisory
- Project Planning
- 403 b
- Universal Life
- Long Term Care
- Property and Casualty Insurance
- College Funding Strategies
- Morningstar
- Roth IRA
Bob Philpott Summary
- Bob Philpott, based in Mount Laurel, NJ, US, is currently a Sr. Financial Planner at LPL Financial. Bob Philpott brings experience from previous roles at Corebridge Financial, VALIC Financial Advisors, Inc., Independence Wealth Strategies, an Office of MetLife and First Financial Group, LLC. Bob Philpott holds a 2003 - 2007 Bachelors in Sports Management @ Widener University. With a robust skill set that includes Cash Management, Disability Insurance, Sales, Pension Systems, Asset Allocation and more. Bob Philpott has 3 emails and 1 mobile phone numbers on RocketReach.
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