Peter Weisberg, financial advisor Delray Beach FL
96 score

Peter Weisberg

CRD Number: 4573119
Current Firm: Money Concepts Advisory Service

Peter Weisberg (CRD# 4573119) is an Investment Advisor Representative working at Money Concepts Advisory Service in Delray Beach, FL and has over 14 years of experience in the finance industry. Peter Weisberg 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.

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Professional Designations
Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Aug 2002 - Current 14
Peter Weisberg, Cpa Delray Beach, FL Jun 1992 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Peter C. Weisberg
Phone Number: 561-472-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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