Peter Philipp, financial advisor San Francisco CA
93 score

Peter Philipp

CRD Number: 1872517
Current Firm: Cambridge Investment Research Advisors, Inc.

Peter Philipp (CRD# 1872517) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Francisco, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2005 - Current 11
Cambridge Investment Research, Inc. Fairfield, IA Sep 2001 - Current 15
Self-employed San Francisco, CA Mar 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
Contact Info for Peter E. Philipp
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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