Robert Peters, financial advisor Rocky Hill CT
93 score

Robert Peters

CRD Number: 865323
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Peters (CRD# 865323) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rocky Hill, CT and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Peters Financial LLC Rocky Hill, CT Apr 2012 - Current 4
Raymond James Financial Services Advisors, Inc. Rocky Hill, CT Jan 2009 - Current 7
Raymond James Financial Services Rock Hill, CT May 2006 - Current 10
Mayor Mikes Bistro Hartford, CT Jun 2010 - Sep 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for Robert P. Peters
Phone Number: 727-567-5877
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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)
  • Educational seminars/workshops
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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