Deborah Peters, financial advisor Center Valley PA

Deborah Peters

CRD Number: 4741190
Current Firm: Capital Planning Wealth Management

Deborah Peters (CRD# 4741190) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Center Valley, PA May 2007 - Current 16
Capital Planning Services Corp Center Valley, PA Feb 2004 - Current 20
Private Advisor Group, LLC Center Valley, PA Jul 2011 - Mar 2022 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Deborah L. Peters
Phone Number: 610-871-3500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

PA

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