Cep Financial, LLC
Cep Financial, LLC (CRD# 136034) is a financial advisory firm headquartered in Houston, TX. They manage $21,105,150 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$570,409
- 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
- Pension consulting services
Peter Regan (CRD# 2061508) is an Investment Advisor Representative working at Cep Financial, LLC in Houston, TX and has over 21 years of experience in the finance industry. Peter Regan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.