Peter Fuszard (CRD# 6395356) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Truckee, CA and has 1 year of experience in the finance industry.
CRD# 4906843
Trident Capital Advisors, LLC
CRD# 4862651
Schultz Financial Group Incorporated
CRD# 6226356
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Truckee, CA | Apr 2023 - Current | 1 |
| Peter Fuszard Insurance Agency | Truckee, CA | Dec 2015 - Current | 8 |
| Peter Fuszard Cinematography | Davis, CA | Jun 1989 - Current | 34 |
| State Farm Vp Management Corp. | Truckee, CA | Jul 2015 - Nov 2015 | < 1 |
| State Farm Insurance | Truckee, CA | Jun 2015 - Nov 2015 | < 1 |
| Pruco Securities, LLC | Roseville, CA | Sep 2014 - May 2015 | < 1 |
| The Prudential Insurance Company Of America | Roseville, CA | Sep 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- NV
- OR
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.