Peter Voss, financial advisor Upland CA

Peter Voss

CRD Number: 1176447
Current Firm: Commonwealth Financial Network
Peter Voss (CRD# 1176447) is an Investment Advisor Representative working at Commonwealth Financial Network in Upland, CA and has over 17 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Commonwealth Equity Services, Inc. San Dimas, CA Feb 1998 - Current 26
Cunningham & Voss Financial Services Upland, CA Feb 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Peter L. Voss
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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, WY

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Data verified by both the advisor and the public regulatory data.

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