Morgan Stanley
46yrs
Top advisor by experience in Laguna Niguel
25yrs
Peter Philipp
Full name on record: Peter Eric Philipp
Financial advisor at Cambridge Investment Research Advisors
Based in Laguna Niguel, California, Peter Philipp is a financial advisor with 25 years of industry experience. Peter joined Cambridge Investment Research Advisors in 2005, after three years at Cambridge Investment Research. Peter’s designations include CFA and CFP®.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office28202 Cabor Rd Suite 300, Laguna Niguel, CA 92677
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2005 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2001 – 2005Cambridge Investment Research, Inc.Previously
Contact Peter
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Peter. 28202 Cabor Rd Suite 300Laguna Niguel, CA 92677Office · Get directions Instagram pageCambridge Investment Research Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Peter Philipp. Peter works from the Laguna Niguel, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Peter hold?
Series 63. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Peter paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
45yrs
Top 1% by experience in Laguna Niguel
Morgan Stanley
43yrs
Top 1% by experience in California
Aegis Capital
43yrs
Top 1% by experience in California
Fisher Investments
43yrs
Top 1% by experience at Fisher Investments
Trusted Financial Advisors
42yrs
Top 2% by experience in California