Philip Petersen Email & Phone Number
Wealth Manager @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Philip Petersen Location
- Atlanta, GA, US
Philip Petersen Work
- 2024 -now Wealth Manager @
- 2021 -2024 Financial Advisor @
- 2016 -2021 Retirement Consultant @
- 2007 -2016 Regional Vice President @ Jackson National Life Distributors LLC
- 2013 -2014 Curian Select Regional Business Consultant @
- 2001 -2007 Financial Professional @
- 1994 -2001 District Representative @
Philip Petersen Education
- Financial Planning Program Texas A&M University
(Certified Financial Planner Extended Learning Certificate)
2020-2023 - University of Nebraska-Lincoln
Bachelor's of Arts (Communication and Media Studies)
1990-1994
Philip Petersen Skills
- Certified Fund Specialist
- Alternative Investments
- Territory Growth/Development
- Personnel Management
- Annuity Sales
- Strategic Financial Planning
- Life Insurance
- Mutual Funds
- Public Speaking
- Fact Finding
- Series 7
- Asset Allocation
- Financial Services
- Wealth Management
- Fixed Annuities
- Investments
- Retirement
- Wealth
- Series 6
- Portfolio Management
- Finance
- Retirement Planning
- Financial Planning
- Series 63
- Territory
- Certified Fund
- Strategic Financial
Philip Petersen Summary
- Philip Petersen, based in Atlanta, GA, US, is currently a Wealth Manager at LPL Financial. Philip Petersen brings experience from previous roles at Southeast Retirement Strategists, Allianz, Jackson National Life Distributors LLC and Curian Capital. Philip Petersen holds a 2020 - 2023 Financial Planning Program Texas A&M University. With a robust skill set that includes Certified Fund Specialist, Alternative Investments, Territory Growth/Development, Personnel Management, Annuity Sales and more. Philip Petersen has 3 mobile phone numbers on RocketReach.
Looking for a different Philip Petersen?
Find contact details for 700 million professionals.
Others Named Philip Petersen
Philip Petersen
Plant Manager, Holland
Holland, MI, US
Philip Petersen
Practice Owner and Veterinarian
Seabrook, TX, US
Philip Petersen
Wealth Manager
Atlanta, GA, US
Philip Bruyeres
Software Engineer
Brisbane, QLD, AU
Philip Petersen
Photojournalist
Fort Lauderdale, FL, US
Philip Petersen
Founder and CEO
Hamburg, HH, DE
Top LPL Financial Employees
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Joe Lanser
Executive Vice President - Head of FP and A
San Diego, CA, US
Anh Sisouvanh
Vice President, Ops conversions and integrations
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
Blain Bogar
President and Wealth Management Advisor
Las Vegas, NV, US
Clyde French
President
Shreveport, LA, US
Matt Audette
President and Chief Financial Officer
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co