Toby Peters, financial advisor Celina TX
96 score

Toby Peters

CRD Number: 2020000
Current Firm: Woodbury Financial Services, Inc.

Toby Peters (CRD# 2020000) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Celina, TX and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services, Inc. Celina, TX Nov 2014 - Current 2
Independent Financial Partners Celina, TX Dec 2011 - Nov 2014 2
Lpl Financial, LLC Celina, TX May 2004 - Nov 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Toby J. Peters
Phone Number: 800-800-2638
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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