Marcus Peters (CRD# 6578011) is an Investment Advisor Representative working at Wave Digital Assets LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wave Financial Group | Los Angeles, CA | Jan 2022 - Current | 2 |
| Lpl Financial, LLC | Torrance, CA | Mar 2021 - Dec 2021 | < 1 |
| Tortuga Wealth Management Inc. | Torrance, CA | Mar 2021 - Dec 2021 | < 1 |
| Na | Wilmington, DE | Sep 2020 - Mar 2021 | < 1 |
| Lincoln Financial Distributors | Radnor, PA | Jul 2018 - Sep 2020 | 2 |
| Jpmorgan Chase | Newark, DE | Dec 2016 - May 2018 | 1 |
| Jpmorgan Chase | Columbus, OH | Oct 2015 - Dec 2016 | 1 |
| Jpmorgan Chase | Columbus, OH | Oct 2014 - Oct 2015 | 1 |
| The Barrell Room | North Canton, OH | Jul 2011 - Oct 2014 | 3 |
| Kent State University | Kent, OH | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management336MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$10,833,684
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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