Peggy Slaughter (CRD# 4635901) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 20 years of experience in the finance industry. Peggy Slaughter 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# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Global Advisory, LLC | Columbus, OH | Mar 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Columbus, OH | Mar 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Investment Advisor Representative, OH | Mar 2024 - Current | < 1 |
| Level Four Financial, LLC | Dallas, TX | Oct 2021 - Mar 2024 | 2 |
| Saling Simms Associates | Columbus, OH | Jan 2014 - Mar 2024 | 10 |
| Raymond James Financial Services Advisors, Inc. | Dublin, OH | Jan 2009 - Oct 2021 | 12 |
| Raymond James Financial Services | Columbus, OH | Jun 2008 - Oct 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- OH
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Total Assets Under Management297MILLIONS
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Total Number of Accounts1,152ACCOUNTS
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Average Account Value$257,584
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, TX, VA
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