Peter SchopenCRD Number: 1922158
Current Firm: Evergreen Investing, LLC
Peter Schopen (CRD# 1922158) is an Investment Advisor Representative working at Evergreen Investing, LLC in Golden, CO and has over 18 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|P. A. Schopen & Associates, LLC||Golden, CO||Jan 2018 - Current||< 1|
|Evergreen Investing, LLC||Golden, CO||Jun 2017 - Current||1|
|P.a. Schopen & Associates LLC||Golden, CO||Oct 2002 - Current||15|
|Raymond James Financial Services Advisors, Inc.||Golden, CO||Jan 2009 - Jun 2017||8|
|Raymond James Financial Services, Inc.||Golden, CO||Oct 2000 - Jun 2017||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management3MILLIONS
Total Number of Accounts37ACCOUNTS
Average Account Value$73,033
- 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
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