Benjamin Peters, financial advisor Walnut Creek CA
89 score

Benjamin Peters

CRD Number: 6260565
Current Firm: Burton Enright Welch

Benjamin Peters (CRD# 6260565) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Burton Enright Welch Walnut Creek, CA Feb 2014 - Current 2
Law Offices Of Reed Scott, Napa Valley Wealth Management San Ramon, CA Aug 2013 - Nov 2013 < 1
Pickmoto, Inc. San Francisco, CA Jan 2012 - Jun 2013 1
Unemployed Emeryville, CA Aug 2011 - Jan 2012 < 1
Office Of County Counsel, Alameda Oakland, CA Aug 2010 - Aug 2011 1
Uc Hastings School Of Law San Francisco, CA Aug 2007 - May 2010 2
Consumer Credit Counseling, Sf San Francisco, CA Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Benjamin R. Peters
Phone Number: (925) 932-8010
Firm Website: http://www.bewinvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    329
    MILLIONS
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $525,883
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, GA, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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