Peter FranzCRD Number: 5399850
Current Firm: Capital Analysts
Peter Franz (CRD# 5399850) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Beacon Financial Advisory LLC||Beachwood, OH||May 2015 - Current||1|
|Lincoln Investment||Wyncote, PA||Jul 2013 - Current||3|
|Beacon Financial Partners||Cleveland, OH||Jul 2013 - Current||3|
|Independent Insurance Agent||Cleveland, OH||Jul 2009 - Current||7|
|Securities America Advisors||Lavista, NE||Apr 2009 - Jul 2013||4|
|Securities America, Inc.||Cleveland, OH||Aug 2007 - Jul 2013||5|
|Cedarbrook Financial Partners||Cleveland, OH||Jul 2007 - Jul 2013||6|
|Good Nature Organic Lawn||Cleveland, OH||Mar 2005 - Jun 2007||2|
|Franz Landscape And Design||Chagrin Falls, OH||May 2005 - May 2007||2|
|Weston School District||Chagrin, OH||Oct 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management3,420MILLIONS
Total Number of Accounts13,416ACCOUNTS
Average Account Value$254,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, 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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