Scott Peters (CRD# 7632201) is an Investment Advisor Representative working at Allworth Financial, LP in Daphne, AL and has 1 year of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Advisors Of America | Folsom, CT | Sep 2022 - Current | 1 |
| Delta Airlines | Atlanta, GA | Jul 2022 - Current | 1 |
| Psa Airlines, Inc. | Washington, DC | Mar 2018 - Jul 2022 | 4 |
| Coastal Alabama Composites, LLC | Mobile, AL | Aug 2017 - Jan 2021 | 3 |
| Gone Broke, LLC | Mobile, AL | Mar 2015 - Sep 2019 | 4 |
| Psa Airlines, Inc. | Charlotte, NC | Jun 2016 - Mar 2018 | 1 |
| Flight Training Of Mobile | Mobile, AL | Apr 2016 - Jun 2016 | < 1 |
| Project Design Group, Inc. | Mobile, AL | Jun 2014 - Feb 2016 | 1 |
| Genesis Technical Staffing | Mobile, AL | Mar 2014 - May 2014 | < 1 |
| Zulu Flight Training | Fairhope, AL | Jan 2014 - May 2014 | < 1 |
- CA
-
Total Assets Under Management19,314MILLIONS
-
Total Number of Accounts66,085ACCOUNTS
-
Average Account Value$292,255
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.