Edwin PetersCRD Number: 1135710
Current Firm: Kestra Advisory Services, LLC
Edwin Peters (CRD# 1135710) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mobile, AL and has over 32 years of experience in the finance industry.
Retirement Advisors, Inc.
Msi Financial Services, Inc.
Ae Wealth Management, LLC
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Pete Peters And Associates||Mobile, AL||Aug 1979 - Current||38|
|Nfp Securities, Inc.||Austin, TX||Sep 2000 - Apr 2016||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
Total Assets Under Management16,009MILLIONS
Total Number of Accounts63,471ACCOUNTS
Average Account Value$252,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV