Peter BarchettiCRD Number: 1222883
Current Firm: Centaurus Financial, Inc.
Peter Barchetti (CRD# 1222883) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Uniontown, PA and has over 34 years of experience in the finance industry.
Centaurus Financial, Inc.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
|Centaurus Financial, Inc.||Orange, CA||Aug 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management1,203MILLIONS
Total Number of Accounts5,368ACCOUNTS
Average Account Value$224,050
- 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)
- Market timing services
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, VI, VT, WA, WI, WV