Broker Check
Peter Phan

Peter Phan

Registered Representative

Peter joined Lincoln Financial in 2011 as an investment support specialist. With a liking to math and his attention to detail, Peter quickly realized he had a passion for the financial services industry.

 Peter has been actively dedicated to the 403(b) marketplace, specifically serving faculty and staff members to develop sound retirement plans at several Universities in the Dallas/Fort Worth area. He experiences a sense of fulfillment from educating participants on their retirement benefits and strongly believes in the importance for everyone to understand their investments.

 Peter has been under the mentorship of Bill Porterfield for the past 10 years. He currently holds a series 6, 63 and life and health licenses.