Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Eric Philipp is a financial advisor with over 20 years of experience in the industry. Peter is registered with Cambridge Investment Research Advisors, Inc. in California and Texas. Peter is also a licensed insurance agent selling various insurance products. Peter has been with Cambridge Investment Research Advisors, Inc. since 2001 and has experience working as an instructor teaching investment courses at UC Berkeley and as a publisher for The Essential Library. Peter is dedicated to providing personalized financial advice and investment services to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
09/17/2015 - Present
Cambridge Investment Research Advisors, Inc. (Huntington Beach CA)
CA
10/02/2001 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Huntington Beach CA)
NA
09/21/1988 - 04/09/1990
SUTRO & CO. INCORPORATED
BC
Issued 10/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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