Peter O'brienCRD 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 26 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Penniall & Associates
|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|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.