Peter Cahall (CRD# 37990) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 31 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capacuity LLC | Lake Mary, FL | Jul 2018 - Current | 5 |
| Quantum | Morton Grove, IL | Jul 1998 - Current | 25 |
| Valmark Securities, Inc. | Akron, OH | Jan 2018 - Aug 2018 | < 1 |
| Valmark Advisers, Inc. | Akron, OH | Jan 2018 - Aug 2018 | < 1 |
| Newport Group Securities, Inc. | Lake Mary, FL | Dec 1991 - Jan 2016 | 24 |
| The Newport Group | Heathrow, FL | Mar 1984 - Jan 2016 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2002 |
- FL
- TX
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Total Assets Under Management7,114MILLIONS
-
Total Number of Accounts140ACCOUNTS
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Average Account Value$50,814,274
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI
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