Peter Cole (CRD# 4146234) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sacramento, CA and has over 24 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathway To Prosperity | Sacramento, CA | Dec 2005 - Current | 18 |
| Peter H. Cole, Chfc | Sacramento, CA | Oct 2001 - Current | 22 |
| Securities America Advisors, Inc. | Sacramento, CA | Apr 2001 - Current | 23 |
| Insight Financial Group | Sacramento, CA | Aug 2000 - Current | 23 |
| Securities America, Inc. | Sacramento, CA | Apr 2000 - Current | 24 |
| Sierra Institute For Contemporary Gestault Therapy | Sacramento, CA | Jan 1992 - Current | 32 |
| Peter H. Cole, Lcsw / Sierra Psychotherapy Group | Sacramento, CA | Aug 1988 - Current | 35 |
| University Of California Medical Center | Sacramento, CA | Aug 1988 - Current | 35 |
| Peter H. Cole, Lcsw | Sacramento , CA | Jan 1985 - Current | 39 |
| Everbank | Jacksonville, FL | Jun 2006 - Jan 2018 | 11 |
| Pacific Center For Therapist Development | Sacramento, CA | Jan 1997 - Jan 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- CA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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