Peggy Foutz, financial advisor Greenville OH
93 score

Peggy Foutz

CRD Number: 1897940
Current Firm: Signator Investors, Inc.

Peggy Foutz (CRD# 1897940) is an Investment Advisor Representative working at Signator Investors, Inc. in Greenville, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Greenville, OH May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Greenville, OH May 2016 - Current < 1
Financial Achievement Services Inc. Greenville, OH Apr 2016 - Current < 1
Personal Accidentamp; Health, Life, Variable Insurance License Greenville, OH Oct 2014 - Current 2
Big Brothers Big Sisters Sidney, OH Oct 2013 - Current 3
Ubs Financial Services Miamisburg, OH Aug 2013 - Mar 2016 2
Ubs Financial Services Inc. Bend, OR Aug 2010 - Jul 2013 2
Kms Financial Services, Inc. Seattle, WA Jul 2004 - Aug 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Peggy A. Foutz
Phone Number: 800-543-6611
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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