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Chip Pegram

Chip Pegram

Financial Advisor

Followers of Chip Pegram112 followers
location of Chip PegramGreensboro--Winston-Salem--High Point Area

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  • Timeline

  • About me

    First Vice President/Investments - Stifel

  • Education

    • UNC Charlotte

      -
      Bachelor of Arts Business Administration

  • Experience

    • Prudential-Bache Securities

      Jun 1984 - Jul 1988
      Financial Advisor

    • Thomson McKinnon

      Jan 1988 - Jan 1989
      Financial Advisor

    • Shearson Lehman Brothers

      Jul 1988 - Jul 1989
      Financial Advisor, Vice President-Investments

      Shearson Lehman merged with Smith Barney, Harris Upham & Co. in 1993 to form Smith Barney Shearson.

    • Shearson Lehman Hutton

      Jan 1989 - Jan 1993
      Financial Advisor

      Shearson Lehman merged with E.F Hutton & Co. in 1988 to form Shearson Lehman Hutton.

    • Smith Barney Shearson

      Jul 1993 - Mar 2003
      Financial Advisor - Vice President-Investments

      Shearson Lehman merged with Smith Barney, Harris Upham & Co. in 1993 to form Smith Barney Shearson.

    • Wells Fargo Advisors

      Mar 2003 - Oct 2019
      Financial Advisor, First Vice President - Investments

    • Stifel Financial Corp.

      Oct 2019 - now
      First Vice President/Investments - Stifel

  • Licenses & Certifications

    • Portfolio Manager - Solutions Program

      Stifel
      Oct 2019