Adam Peters, financial advisor Roanoke VA

Adam Peters

CRD Number: 6026087
Current Firm: Commonwealth Financial Network

Adam Peters (CRD# 6026087) is an Investment Advisor Representative working at Commonwealth Financial Network in Roanoke, VA and has over 10 years of experience in the finance industry. Adam Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Aug 2018 - Current 5
Focusone Integrated Financial Planning Roanoke, VA Aug 2018 - Current 5
Mml Investors Services, LLC Roanoke, VA Mar 2017 - Aug 2018 1
Massmutual Life Insurance Company Roanoke, VA Jul 2016 - Aug 2018 2
Metlife Securities, Inc. Roanoke, VA Feb 2012 - Mar 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Adam Z. Peters
Phone Number: 781-736-0700
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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, WY

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