Debra Peters (CRD# 4603370) is an Investment Advisor Representative working at Wealth Management Services,llc in Springfield, IL and has over 21 years of experience in the finance industry. Debra 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.
CRD# 5991010
Private Advisor Group, LLC
CRD# 4361598
Horace Mann Investors, Inc.
CRD# 2402571
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Barkmeier Group, Inc. | Springfield, IL | Jan 2004 - Current | 20 |
| Wealth Management Services, LLC | Springfield, IL | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2002 |
- IL
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Total Assets Under Management12MILLIONS
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Total Number of Accounts30ACCOUNTS
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Average Account Value$388,498
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL
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