Peter Harvey Location
Kirkland, WA, US
Peter Harvey Work
- 2021 - now Financial Advisor @ Raymond James
- 2013 - 2021 Financial Advisor, CFP®, MBA @ Wells Fargo Advisors
- 2003 - 2013 Financial Advisor, CFP® @ Edward Jones
Peter Harvey Education
- Seattle University
(Financial Planning)
2005 - 2006 - Nova Southeastern University
MBA (Masters Business Admin)
1989 - 1991 - Western Washington University
BA
1983 - 1984
- Washington State University1980 - 1982
Peter Harvey Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Fixed Annuities
- Retirement Savings
- Saving for Education
- Bonds
- Wealth Preservation Planning
- Qualified Retirement
- Insurance
Peter Harvey Summary
Peter Harvey, based in Kirkland, WA, US, is currently a Financial Advisor at Raymond James. Peter Harvey brings experience from previous roles at Wells Fargo Advisors and Edward Jones. Peter Harvey holds a 2005 - 2006 Seattle University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Fixed Annuities, Retirement Savings and more. Peter Harvey has 2 emails and 2 mobile phone numbers on RocketReach.
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Whitney Logan
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Andrew Krempp
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Ryan Smith
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Al Caudullo
Chief Operating Officer - Asset Management Services at Raymond James
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Aaron Gabriel
President at Raymond James
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Patrick Lynch
COO, Financial Services Investment Banking at Raymond James
San Francisco, CA, US25 -
Taylor Jordan
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Michael Cox
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Doug Brigman
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Greg Bruce
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