Peter Marsh
Wealth Planner at America Group Retirement Strategy Centers
Based in Utica, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Utica
Industry
Financial Services
Company size
13
Contact information
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p•••••••@americagrouprsc.com
Phone
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Background
About Peter Marsh
Educated in Flint Public Schools, Peter Marsh attended Mott Community College and University of Michigan as an accounting major. Peter did his internship program with an accounting firm and quickly determined that he did not want to become a CPA. He then started his career in 1984 as a Registered Representative. He has been in the financial services industry for the past 32 years as he currently holds his Series 7, 63, 65 registrations through LPL Financial and is a Chartered Retirement Planning Counselor. Peter attributes his success in this industry by continuing to be passionate about helping clients identify their financial objectives and in the strategies and guidance he provides towards fulfilling their financial dreams. Peter Marsh maintains two strong associations. First, he enjoys securities oversight, financial planning and technology supported through LPL Financial, the largest independent broker dealer* in the nation. Financial advisors backed by LPL Financial have become a leading source of independent advise for accumulating and managing personal wealth. Secondly, Peter is an active member of a prestigious and large regional network of America Group Retirement Strategy Centers. America Group Retirement Strategy Centers is known as one of the "Top" large enterprises associated with LPL Financial.*As reported by Financial Planning Magazine, June 1996-2021, based on total revenue. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'contact info' section above.
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