Peter Moulton, financial advisor Sacramento CA
89 score

Peter Moulton

CRD Number: 6154297
Current Firm: Cambridge Investment Research Advisors, Inc.

Peter Moulton (CRD# 6154297) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sacramento, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2014 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Mar 2014 - Current 2
Fountainhead Wealth Sacramento, CA Jan 2013 - Current 3
Securities America, Inc. Sacramento, CA Mar 2013 - Dec 2013 < 1
Csus Sacramento, CA Jan 2012 - Mar 2013 1
Iap World Services, Inc. Fort Irwin, CA May 2011 - Jan 2012 < 1
Csus Sacramento, CA Jan 2011 - May 2011 < 1
American River College Sacramento, CA Jul 2008 - Dec 2010 2
U.s. Army Cameron Park, CA Oct 2002 - Mar 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Peter S. Moulton
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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)
  • Market timing services
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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