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 11 years of experience in the finance industry.

Similar Advisors
Justin McDannald, financial advisor Grove OK
Justin M. McDannald
CRD# 5436888
Lpl Financial LLC
Similar Advisors
Frank Ronsse, financial advisor Grove OK
Frank R. Ronsse
CRD# 1077590
Investment Centers Of America, Inc.
Similar Advisors
Alex Acupan, financial advisor Grove OK
Alex V. Acupan
CRD# 4119891
Edward Jones
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Feb 2009 - Current 9
Joshua Peters Consulting Noble, OK Jan 2009 - Current 9
Braevest Noble, OK Mar 2009 - Nov 2010 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Oklahoma City, OK Mar 2007 - Dec 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Joshua Peters
Phone Number: 9183141220
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
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.