Michael Peters, financial advisor Las Vegas NV

Michael Peters

CRD Number: 7490621
Current Firm: The Wealth Consulting Group

Michael Peters (CRD# 7490621) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Wcg Wealth Advisors, LLC New Castle, PA Jan 2022 - Current < 1
Treloar & Heisel, LLC New Castle, PA Jun 2020 - Current 1
University Of Dayton Learning Resources Dayton, OH Aug 2018 - May 2020 1
University Of Dayton Dayton, OH Aug 2016 - May 2020 3
Treloar & Heisel, Inc. New Castle, PA Aug 2018 - Jun 2019 < 1
Sewickly Hgts Golf Club Sewickly, PA May 2018 - Aug 2018 < 1
Major Lawn Service Pittsburgh, PA May 2017 - Aug 2017 < 1
Full Time Student Pittsburgh, PA Jan 2012 - Jun 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Michael R. Peters
Phone Number: 702-263-1919
Firm Website: http://www.familywmg.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,872
    MILLIONS
  • Total Number of Accounts
    9,855
    ACCOUNTS
  • Average Account Value
    $291,443
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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