Peter Roulier (CRD# 7648623) is an Investment Advisor Representative working at Lpl Financial LLC in Jonesboro, AR and has 1 year of experience in the finance industry.
CRD# 4469438
Dickinson Barnum Investment Management, LLC
CRD# 5199651
Securities America Advisors, Inc.
CRD# 5329984
Benjamin F. Edwards & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Batesville, AR | Dec 2022 - Current | 1 |
| First Community Bank | Batesville, AR | Dec 2022 - Current | 1 |
| Citizens Bank | Batesville, AR | Jul 2020 - Sep 2022 | 2 |
| Hawgsports.com | Fayetteville, AR | Feb 2019 - Jun 2020 | 1 |
| Sports Talk With Bo | Fayetteville, AR | Oct 2016 - Feb 2019 | 2 |
| Saddlebock Brewery | Springdale, AR | Jan 2017 - Dec 2018 | 1 |
| University Of Arkansas | Fayetteville, AR | Aug 2014 - Dec 2018 | 4 |
| Little Guys Movers | Fayetteville, AR | May 2016 - Aug 2016 | < 1 |
| Lyon College | Batesville, AR | Jun 2015 - Jul 2015 | < 1 |
| Vector | Batesville, AR | Jun 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- AR
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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