Peter Fredericks, financial advisor Acton MA

Peter Fredericks

CRD Number: 2075476
Current Firm: Lincoln Financial Securities Corporation

Peter Fredericks (CRD# 2075476) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Acton, MA and has over 23 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lincoln Financial Securities Shirley, MA Apr 2021 - Current 2
Unemployed Shirley, MA Feb 2021 - Apr 2021 < 1
Edward Jones Acton, MA Sep 2015 - Feb 2021 5
Edward Jones Saint Louis, MO Jun 2010 - Sep 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Peter T. Fredericks
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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