James PetersCRD Number: 3135650
Current Firm: Palogic Value Management, LP
James Peters (CRD# 3135650) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 23 years of experience in the finance industry. James Peters 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Palogic Value Management, LP||Dallas, TX||Apr 2022 - Current||< 1|
|James R Peters Cpa||Dallas, TX||Aug 1986 - Current||36|
|Peters Wealth Management, LLC||Dallas, TX||Sep 2014 - Mar 2022||7|
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Sep 2014||2|
|First Allied Securities||San Diego, CA||Apr 2005 - Sep 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management162MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$80,808,554
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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