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PL

Peter Lipsi

LINCOLN FINANCIAL DISTRIBUTORS
Elkins Park, PA
Some features on this profile are disabled
CRD#: 6810349
PL

Professional summary

Peter Lipsi, who also goes by Peter Lipsi, Pete Anthony Lipsi, Peter Anthony Lipsi Mr., Peter Anthony Lipsi, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Elkins Park, Pennsylvania.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2017. Peter has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Peter Lipsi | Pete Anthony Lipsi | Peter Anthony Lipsi Mr. | Peter Anthony Lipsi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter Lipsi's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 7, 2026 - Present

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Office #2: 130 N Radnor-chester Rd, Radnor, PA 19087
BD
CRD#: 145
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 143809
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

FORESIDE GLOBAL SERVICES, LLC

BD
CRD#: 147382
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Elkins Park, PA
Past

April 26, 2024 - January 8, 2026

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Elkins Park, PA
Past

July 18, 2017 - April 11, 2024

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(1/7/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/27/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/8/2020
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/19/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LINCOLN FINANCIAL DISTRIBUTORS, INC.
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CG EQUITY SALES COMPANY | SAGEMARK CONSULTING, INC. | LINCOLN FINANCIAL DISTRIBUTORS, INC. | CIGNA SECURITIES, INC. | CIGNA FINANCIAL ADVISORS,INC.

CRD#: 145 / SEC#: , 8-13431

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
130 N Radnor-chester Rd, Radnor, PA 19087
Mailing Address
130 N Radnor-chester Rd, Radnor, PA 19087
Phone number
(484) 583-6000
Established
Connecticut since 08/03/1967
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYSHAREHOLDER
CHRYSSIKOS, PAUL TELEMACSENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER7263748
FALLER, DANIEL TSENIOR VICE PRESIDENT, HEAD OF LFD FINANCE6006570
GIBSON, JASON MICHAELVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION3081880
KENNEDY, JOHN CHRISTOPHERPRESIDENT AND CHIEF EXECUTIVE OFFICER2213083
NEPA, JARED M.SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION5157819
OMORUYI, MEGAN VOGTAVP, FINANCIAL AND OPERATIONS PRINCIPAL7803022
SEIFERT, TIMOTHY JOHNSENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION1577571

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145Elkins Park, PA

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