Peter Woolston (CRD# 1002583) is an Investment Advisor Representative working at The Burney Company in Essex, CT and has over 42 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Burney Company | Falls Church, VA | Feb 1984 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1981 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1990 |
- CT
- TX
-
Total Assets Under Management2,681MILLIONS
-
Total Number of Accounts4,284ACCOUNTS
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Average Account Value$625,750
- 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 investment companies (as well as "business development companies")
- Other
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, VI, VT, WA, WI, WV, WY
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