Philip Yun's Location
Chicago, IL, US
Philip Yun's Work
- Managing Director of Wealth Management @ Inland Bank and Trust
- Wealth Advisor, AIF® @ LPL Financial
- Wealth Advisor @ Philip James Yun
- Managing Director of Wealth Management @ Inland Bank and Trust
Philip Yun's Education
- University of New South Wales
Master of Commerce & Economics (Finance)
2001 - 2002 - Arizona State University
Bachelor of Science (BS) (Marketing)
1997 - 2001
Philip Yun's Skills
- Retirement Planning
- Fixed Annuities
- Mutual Funds
- Series 63
- Series 6
- IRAs
- Retirement
- Variable Annuities
- 401k
- Roth IRA
Philip Yun's Summary
Philip Yun, based in Chicago, IL, US, is currently a Managing Director of Wealth Management at Inland Bank and Trust, bringing experience from previous roles at LPL Financial, Philip James Yun and Inland Bank and Trust. Philip Yun holds a 2001 - 2002 Master of Commerce & Economics in Finance @ University of New South Wales. With a robust skill set that includes Retirement Planning, Fixed Annuities, Mutual Funds, Series 63, Series 6 and more, Philip Yun contributes valuable insights to the industry. Philip Yun has 5 emails and 1 mobile phone number on RocketReach.
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