Joshua Peters, financial advisor Grove OK
93 score

Joshua Peters

CRD Number: 5321503
Current Firm: Cloud Capital LLC

Joshua Peters (CRD# 5321503) is an Investment Advisor Representative working at Cloud Capital LLC in Grove, OK and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Feb 2009 - Current 7
Joshua Peters Consulting Noble, OK Jan 2009 - Current 7
Braevest Noble, OK Mar 2009 - Nov 2010 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Oklahoma City, OK Mar 2007 - Dec 2008 1
Officemax Norman, OK Apr 2005 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Joshua Peters
Phone Number: 918-492-1080
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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

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