Philip Merrifield, Crpc™

Philip Merrifield, Crpc™ Email and Phone Number

Financial Advisor @ Transamerica
Philip Merrifield, Crpc™'s Location
United States, United States
Philip Merrifield, Crpc™'s Contact Details

Philip Merrifield, Crpc™ work email

Philip Merrifield, Crpc™ personal email

n/a
About Philip Merrifield, Crpc™

I’m a financial professional advising people from all walks of life on how to optimize their retirement portfolios. Fluent in Mandarin, possessing Series 7, 63, and 66, and a proud Texan, I love connecting with people in the DFW metroplex and in my own area.

Philip Merrifield, Crpc™'s Current Company Details
Transamerica

Transamerica

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Financial Advisor
Philip Merrifield, Crpc™ Work Experience Details
  • Transamerica
    Retirement Advisor Ii
    Transamerica Aug 2024 - Present
    Baltimore, Maryland, Us
    View
  • Transamerica
    Retirement Advisor I
    Transamerica Jun 2023 - Aug 2024
    Baltimore, Maryland, Us
    View
  • Fidelity Investments
    Relationship Manager
    Fidelity Investments Jul 2021 - Jun 2023
    Boston, Ma, Us
    View
  • Exodus Property Management
    Entrepreneur
    Exodus Property Management Jul 2020 - Jul 2021
    I owned and operated a property management company primarily in East Texas
    View
  • Sterling Home Services
    General Manager
    Sterling Home Services May 2019 - Jul 2021
  • Forge Leadership Network
    Media
    Forge Leadership Network Sep 2019 - May 2020
    Dayton, Ohio, Us
    I started, hosted and edited podcasts for the Forge Leadership Network.
    View
  • Computer Consulting & Technical Services, Llc
    General Supervisor
    Computer Consulting & Technical Services, Llc Jan 2017 - May 2019
  • Computer Consulting & Technical Services, Llc
    Communications Coordinator
    Computer Consulting & Technical Services, Llc Jun 2016 - Jan 2017

Philip Merrifield, Crpc™ Education Details

  • Wheaton College
    Wheaton College
    International Relations & Mandarin Chinese
  • College For Financial Planning
    College For Financial Planning
    Chartered Retirement Planning Counselor™
  • Dallas College
    Dallas College

Frequently Asked Questions about Philip Merrifield, Crpc™

What company does Philip Merrifield, Crpc™ work for?

Philip Merrifield, Crpc™ works for Transamerica

What is Philip Merrifield, Crpc™'s role at the current company?

Philip Merrifield, Crpc™'s current role is Financial Advisor.

What is Philip Merrifield, Crpc™'s email address?

Philip Merrifield, Crpc™'s email address is ph****@****ity.com

What schools did Philip Merrifield, Crpc™ attend?

Philip Merrifield, Crpc™ attended Wheaton College, College For Financial Planning, Dallas College.

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