Peter Buhl (CRD# 7822748) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Farmington, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Farmington, MI | Oct 2023 - Current | < 1 |
| Detroit Disposal And Recycling | Detroit, MI | May 2021 - Sep 2023 | 2 |
| University Of Dayton | Dayton, OH | Aug 2022 - Aug 2023 | 1 |
| University Of Dayton | Dayton, OH | Nov 2022 - May 2023 | < 1 |
| University Of Dayton | Dayton, OH | Aug 2018 - Aug 2022 | 4 |
| Allemon Brothers Landscaping | Grosse Pointe, MI | May 2018 - Jul 2018 | < 1 |
| Full Time Student | Grosse Pointe, MI | Mar 2017 - May 2018 | 1 |
| City Kitchen | Grosse Pointe, MI | Sep 2016 - Feb 2017 | < 1 |
| Village Grille | Grosse Pointe, MI | Jun 2016 - Aug 2016 | < 1 |
| Full Time Student | Grosse Pointe, MI | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MI
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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