Peter Wolk (CRD# 834738) is an Investment Advisor Representative working at Onedigital Investment Advisors in Miami Beach, FL and has over 38 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Jan 2024 - Current | < 1 |
| Wealthsource Partners, LLC | Miami Beach, FL | Dec 2021 - Current | 2 |
| Kingswood Wealth Advisors, Llc / Kingswood Capital Partners, LLC | Miami Beach, FL | Oct 2020 - Jul 2022 | 1 |
| Securities America Advisors, Inc. / Securities America, Inc. | Miami Beach, FL | Sep 2020 - Oct 2020 | < 1 |
| Ssn Advisory, Inc. / Securities Service Network, LLC | Miami Beach, FL | Aug 2014 - Sep 2020 | 6 |
| Lpl Financial LLC | Miami Beach, FL | Nov 2002 - Aug 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
- FL
- MA
- TX
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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