Lichelle Peale, financial advisor Beachwood OH
75 score

Lichelle Peale

CRD Number: 5287579
Current Firm: Cetera Advisor Networks LLC

Lichelle Peale (CRD# 5287579) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Beachwood, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Entrust Financial Group Beachwood, OH Feb 2012 - Current 4
Walnut Street Securities Inc. Beachwood, OH Feb 2012 - Aug 2013 1
Walnut Street Securities Inc. Beachwood, OH Dec 2008 - Feb 2012 3
Entrust Financial Group, Inc. Beachwood, OH Jan 2007 - Dec 2008 1
Area Temps Mayfield Hts., OH Dec 2002 - Jan 2007 4
Realtyone Bedford, OH Sep 2004 - Aug 2006 1

Lichelle Peale has no recent exams reported.
Contact Info for Lichelle A. Peale
Phone Number: 310-326-3100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
  • 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
75
Clean Record
This advisor has a clean track record with regulators.

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