Robert Peters (CRD# 4236136) 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palogic Value Fund, LP | Dallas, TX | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- TX
-
Total Assets Under Management323MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$5,386,436
- 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)
TX
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