Peter Loncar (CRD# 1605821) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beaver, PA and has over 37 years of experience in the finance industry. Peter Loncar 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gcu | Beaver, PA | Jul 2017 - Current | 6 |
| Serb National Federation | Beaver, PA | Feb 2017 - Current | 7 |
| Raymond James Financial Services, Inc. | Beaver, PA | Jul 2015 - Current | 8 |
| Raymond James Financial Services Advisors Inc. | Beaver, PA | Jul 2015 - Current | 8 |
| R3s LLC | Beaver, PA | Jul 2015 - Current | 8 |
| 1720 Hawaii Ct, Marco Island Fl | Aliquippa, PA | Jul 2015 - Current | 8 |
| Rivertowne Advisors LLC | Beaver, PA | Jul 2015 - Current | 8 |
| Bank Of America, Na | Beaver, PA | Dec 2009 - Jul 2015 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh, PA | Sep 1989 - Jul 2015 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
- PA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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