Peter O'brien, financial advisor Anaheim Hills CA
93 score

Peter O'brien

CRD Number: 1158034
Current Firm: Cetera Investment Advisers LLC

Peter O'brien (CRD# 1158034) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Anaheim Hills, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists LLC Schaumburg, IL Jan 2013 - Current 3
Cetera Investment Advisers LLC Schaumburg, IL Jan 2013 - Current 3
Wells Fargo Advisors LLC Anaheim, CA Jan 2011 - Jan 2013 2
Wells Fargo Investments, LLC Anaheim, CA Oct 2010 - Jan 2011 < 1
Straight Talk Solutions Huntington Beach, CA Jan 2010 - Oct 2010 < 1
Chase Investment Services Corp Fountain Hills, AZ Mar 2009 - Feb 2010 < 1
Arbonne International Irvine, CA Apr 2008 - Apr 2009 1
Banc Of America Investment Services, Inc. Scottsdale, AZ Oct 2006 - Feb 2009 2
Banc Of America Insurance Services, Inc. Scottsdale, AZ Oct 2006 - Feb 2009 2
Unemployed Yorba Linda, CA Feb 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Oct 1997
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Peter J. O'brien
Phone Number: 888-528-2987
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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