Cep Financial, LLC

Cep Financial, LLC (CRD# 136034) is a financial advisory firm headquartered in Houston, TX. They manage $20,425,700 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $224,458
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cep Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter J. Regan
CRD#: 2061508
12345 Jones Road, Suite 190, Houston, TX 77070
96
Wealthminder
score

Peter Regan (CRD# 2061508) is an Investment Advisor Representative working at Cep Financial, LLC in Houston, TX and has over 20 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.

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