Philip K. Lichtman
Professional summary
Philip Keith Lichtman, who also goes by Keith Lichtman, is a registered financial advisor currently at CONCERT FINANCIAL PLANNING, LLC located in Atlanta, Georgia.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Philip has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Keith Lichtman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2022 - Present
CONCERT FINANCIAL PLANNING, LLC
April 16, 2019 - December 31, 2022
MAYCOMB WEALTH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2026)
(2/27/2026)
(5/10/2022)
(4/4/2022)
Current Firm
CONCERT FINANCIAL PLANNING, LLC
CRD#: 304831 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 163 |
| AUM (Assets Under Management) | $ 28,530,573 |
Red Flags
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