Louis Peters, financial advisor Baton Rouge LA
96 score

Louis Peters

CRD Number: 1029120
Current Firm: Peters Wealth Advisors LLC

Louis Peters (CRD# 1029120) is an Investment Advisor Representative working at Peters Wealth Advisors LLC in Baton Rouge, LA and has over 34 years of experience in the finance industry. Louis Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Peters Wealth Advisors, LLC Baton Rouge, LA Apr 2008 - Current 8
Dominion Investor Services, Inc. San Antonio, TX Sep 1999 - Current 17
Peters Financial Services, LLC Baton Rouge, LA Dec 1998 - Apr 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Louis W. Peters
Phone Number: 225-766-4885
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    938
    ACCOUNTS
  • Average Account Value
    $213,556
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
Types of Clients
Registered States

LA, MS, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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