Peter Lusk (CRD# 2760520) is an Investment Advisor Representative working at Acanto, LLC in Pound Ridge, NY and has over 6 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Acanto, LLC | Jacksonville Beach, FL | Apr 2017 - Current | 7 |
Pro Capital Exchange | Jacksonville Beach, FL | Mar 2015 - Current | 9 |
Great Point Capital, LLC | Chicago, IL | Jan 2017 - Jan 2020 | 3 |
Carpe Diem Partners, LLC | New York, NY | Oct 2011 - Nov 2016 | 5 |
Dinosaur Securities | New York, NY | Oct 2014 - Feb 2015 | < 1 |
Pro Capital Futures LLC | New York, NY | Jun 2009 - Jan 2015 | 5 |
Tripoint Global Equities, LLC | New York, NY | Aug 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
S63 | Uniform Securities State Law Examination | Feb 2024 |
- FL
- NY
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$538,083
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY
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