David J. Peters Financial Services, Inc.

David J. Peters Financial Services, Inc. (CRD# 131139) is a financial advisory firm headquartered in Los Alamitos, CA. They manage $9,619,584 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $115,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at David J. Peters Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David J. Peters
CRD#: 825256
4332 Cerritos Ave., Suite 102, Los Alamitos, CA 90720
96
Wealthminder
score

David Peters (CRD# 825256) is an Investment Advisor Representative working at David J. Peters Financial Services, Inc. in Los Alamitos, CA and has over 26 years of experience in the finance industry.

2
Nathan E. Peters
CRD#: 3081052
4332 Cerritos Ave., Suite 102, Los Alamitos, CA 90720
93
Wealthminder
score

Nathan Peters (CRD# 3081052) is an Investment Advisor Representative working at David J. Peters Financial Services, Inc. in Los Alamitos, CA and has over 7 years of experience in the finance industry.

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