Andrew PetersCRD Number: 5348622
Current Firm: Aegis Capital Corp.
Andrew Peters (CRD# 5348622) is an Investment Advisor Representative working at Aegis Capital Corp. in Sarasota, FL and has over 7 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Aegis Capital Corp||Sarasota, FL||Jun 2015 - Current||2|
|Jhs Capital Advisors||Sarasota, FL||Feb 2010 - Jun 2015||5|
|Unemployed||Osprey, FL||Oct 2009 - Feb 2010||< 1|
|Nissan Of Vadalia||Vidalia, GA||May 2009 - Oct 2009||< 1|
|Student||Tallahassee, FL||Aug 2007 - May 2009||1|
|Merrill Lynch||Venice, FL||May 2007 - Aug 2007||< 1|
|Student||Tallahassee, FL||Aug 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management327MILLIONS
Total Number of Accounts1,027ACCOUNTS
Average Account Value$318,015
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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