Christopher Peters, financial advisor Fort Worth TX
90 score

Christopher Peters

CRD Number: 5350691
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Christopher Peters (CRD# 5350691) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Worth, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Worth, TX Mar 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth, TX Jul 2012 - Current 4
Perspectives Behavioral Health Fort Smith, AR Jun 2011 - Jul 2012 1
University Of Arkansas Fort Smith Fort Smith, AR Aug 2006 - May 2012 5
Kohls Fort Smith, AR Dec 2010 - Sep 2011 < 1
First National Bank Of Fort Smith Fort Smith, AR Sep 2007 - Dec 2009 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth, TX May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Christopher B. Peters
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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