Jimmy Peters (CRD# 5140833) is an Investment Advisor Representative working at Avantax Advisory Services in Lindenhurst, NY and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Lindenhurst, NY | Sep 2022 - Current | 1 |
| Avantax Advisory Services | Lindenhurst, NY | Sep 2022 - Current | 1 |
| Avantax Insurance Agency, LLC | Lindenhurst, NY | Sep 2022 - Current | 1 |
| Lindenhurst Financial Services LLC | Lindenhurst, NY | Aug 2022 - Current | 1 |
| Kelly And Peters Tax, Accounting, And Advisory Services LLC | Lindenhurst, NY | Aug 2022 - Current | 1 |
| Nft And Crypto Tax, Accounting, And Advisory Services LLC | Lindenhurst, NY | Aug 2022 - Current | 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Lindenhurst, NY | Aug 2022 - Current | 1 |
| Jk Peters Corp. | Lindenhurst, NY | May 2022 - Current | 2 |
| Lindenhurst Cpa Pllc | Lindenhurst, NY | Oct 2021 - Current | 2 |
| Lindenhurst Insurance Agency LLC | Lindenhurst, NY | Sep 2021 - Current | 2 |
| Peters Tfs LLC | Lindenhurst, NY | Aug 2021 - Current | 2 |
| Peters Tax Services LLC | Lindenhurst, NY | Dec 2006 - Current | 17 |
| Lindenhurst Cpa Pllc | Lindenhurst, NY | Oct 2021 - Sep 2022 | < 1 |
| Pfs Investments Inc. | Brooklyn, NY | Jul 2021 - Sep 2022 | 1 |
| Primerica Financial Services | Brooklyn, NY | Jul 2005 - Sep 2022 | 17 |
| Entrepreneur Insurance Agency (eia) | Lindenhurst, NY | Aug 2022 - Aug 2022 | < 1 |
| Trinet Hr Iv, Llc Aka Flsv LLP | Garden City, NY | Jan 2007 - Nov 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
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