Peter Kotkas, financial advisor White Salmon WA

Peter Kotkas

CRD Number: 5490238
Current Firm: Commonwealth Financial Network

Peter Kotkas (CRD# 5490238) is an Investment Advisor Representative working at Commonwealth Financial Network in White Salmon, WA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Sep 2020 - Current 1
Noble Investments Portland, OR Sep 2020 - Current 1
Wells Fargo Advisors Financial Network LLC Portland, OR Oct 2010 - Sep 2020 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Peter K. Kotkas
Phone Number: 781-736-0700
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
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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