Peter Rae, Cfp®, Cka®
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Peter Rae, Cfp®, Cka® Email & Phone Number

Portfolio Manager at Regions Bank
Location: Tyler, Texas, United States 4 work roles 1 school
1 work email found @rosemanwealth.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email p****@rosemanwealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Regions Bank
Role
Portfolio Manager
Location
Tyler, Texas, United States
Company size
22189 employees

Who is Peter Rae, Cfp®, Cka®? Overview

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Quick answer

Peter Rae, Cfp®, Cka® is listed as Portfolio Manager at Regions Bank, a with 22189 employees, based in Tyler, Texas, United States. AeroLeads shows a work email signal at rosemanwealth.com and a matched LinkedIn profile for Peter Rae, Cfp®, Cka®.

Peter Rae, Cfp®, Cka® previously worked as Investment Advisor Representative at Roseman Wealth Advisors and Investment Advisor Representative at Covenant Investment Advisors, Llc. Peter Rae, Cfp®, Cka® holds Bachelor’S Degree, Liberal Arts And Sciences, General Studies And Humanities from New Saint Andrews College.

Company email context

Email format at Regions Bank

This section adds company-level context without repeating Peter Rae, Cfp®, Cka®'s masked contact details.

{first}@rosemanwealth.com
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AeroLeads found 1 current-domain work email signal for Peter Rae, Cfp®, Cka®. Compare company email patterns before reaching out.

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Profile bio

About Peter Rae, Cfp®, Cka®

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA(www.finra.org)/ SIPC(www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affilaited with Roseman Wealth Advisors.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Current workplace

Peter Rae, Cfp®, Cka®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Regions Bank
Regions Bank
Portfolio Manager
Tyler, TX, US
Website
regions.com
Employees
22189
AeroLeads page
Company profile
View company profile Email format
4 roles

Peter Rae, Cfp®, Cka® work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Covenant Investment Advisors, Llc
Mar 2018 - Mar 2020

Machinist

Chs

Laurel, Mt

May 2004 - Mar 2018
Team & coworkers

Colleagues at Regions Bank

Other employees you can reach at regions.com. View company contacts for 22189 employees →

JW Joshua Walker Joshua Walker Colleague at Regions BankFort Walton Beach, Florida, United States View → ER Emily Richins Emily Richins Colleague at Regions BankProvo, Utah, United States View → JB John Baldwin John Baldwin Colleague at Regions BankGreater Tampa Bay Area, United States View → AS Alicia Stephens Alicia Stephens Colleague at Regions BankMemphis, Tennessee, United States View → EJ Edith Jerald Edith Jerald Colleague at Regions BankBirmingham, Alabama, United States View → GW Gina Waits Gina Waits Colleague at Regions BankBirmingham, Alabama, United States View → KE Kelly Ellis Kelly Ellis Colleague at Regions BankBirmingham, Alabama, United States View → CH Chris Hering Chris Hering Colleague at Regions BankSuwanee, Georgia, United States View → TB Tom B. Tom B. Colleague at Regions BankGreater Boston, United States View → SC Scott Connor Scott Connor Colleague at Regions BankBirmingham, Alabama, United States View →
1 education record

Peter Rae, Cfp®, Cka® education

FAQ

Frequently asked questions about Peter Rae, Cfp®, Cka®

Quick answers generated from the profile data available on this page.

What company does Peter Rae, Cfp®, Cka® work for?

Peter Rae, Cfp®, Cka® works for Regions Bank.

What is Peter Rae, Cfp®, Cka®'s role at Regions Bank?

Peter Rae, Cfp®, Cka® is listed as Portfolio Manager at Regions Bank.

What is Peter Rae, Cfp®, Cka®'s email address?

AeroLeads has found 1 work email signal at @rosemanwealth.com for Peter Rae, Cfp®, Cka® at Regions Bank.

Where is Peter Rae, Cfp®, Cka® based?

Peter Rae, Cfp®, Cka® is based in Tyler, Texas, United States while working with Regions Bank.

What companies has Peter Rae, Cfp®, Cka® worked for?

Peter Rae, Cfp®, Cka® has worked for Regions Bank, Roseman Wealth Advisors, Covenant Investment Advisors, Llc, and Chs.

Who are Peter Rae, Cfp®, Cka®'s colleagues at Regions Bank?

Peter Rae, Cfp®, Cka®'s colleagues at Regions Bank include Joshua Walker, Emily Richins, John Baldwin, Alicia Stephens, and Edith Jerald.

How can I contact Peter Rae, Cfp®, Cka®?

You can use AeroLeads to view verified contact signals for Peter Rae, Cfp®, Cka® at Regions Bank, including work email, phone, and LinkedIn data when available.

What schools did Peter Rae, Cfp®, Cka® attend?

Peter Rae, Cfp®, Cka® holds Bachelor’S Degree, Liberal Arts And Sciences, General Studies And Humanities from New Saint Andrews College.

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