Peter Sentance, financial advisor Los Angeles CA
74 score

Peter Sentance

CRD Number: 1002084
Current Firm: Cambridge Investment Research Advisors, Inc.

Peter Sentance (CRD# 1002084) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Los Angeles, CA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2015 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2015 - Current 1
National Life Of Vermont Montpelier, VT Jan 2000 - Current 16
P David Sentance Los Angeles, CA Dec 1979 - Current 37
P. David Sentance/pacific Mutual Newport Beach, CA Jul 1979 - Current 37
Pacific Mutual Life Insurance Company Los Angeles, CA Dec 1978 - Current 38
Equity Services, Inc. Montpelier, VT Jan 2000 - Jun 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Peter D. Sentance
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
74

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