Peters Wealth Advisors LLC

Peters Wealth Advisors LLC (CRD# 106949) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $200,315,428 in 938 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    938
    ACCOUNTS
  • Average Account Value
    $213,556
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
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.

LA, MS, TX, VA

Financial Advisors at Peters Wealth Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
William F. Campbell
CRD#: 1057294
5800 One Perkins Place, Suite 8a, Baton Rouge, LA 70808
96
Wealthminder
score

William Campbell (CRD# 1057294) is an Investment Advisor Representative working at Peters Wealth Advisors LLC in Baton Rouge, LA and has over 23 years of experience in the finance industry. William Campbell 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.

2
Louis W. Peters
CRD#: 1029120
5800 One Perkins Place, Suite 8a, Baton Rouge, LA 70808
96
Wealthminder
score

Louis Peters (CRD# 1029120) is an Investment Advisor Representative working at Peters Wealth Advisors LLC in Baton Rouge, LA and has over 34 years of experience in the finance industry. Louis Peters 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.

3
Dustin S. Dowling
CRD#: 5578420
5800 One Perkins Place, Suite 8a, Baton Rouge, LA 70808
88
Wealthminder
score

Dustin Dowling (CRD# 5578420) is an Investment Advisor Representative working at Peters Wealth Advisors LLC in Baton Rouge, LA and has over 2 years of experience in the finance industry.

4
Dania F. Tanguis
CRD#: 1817705
5800 One Perkins Place, Suite 8a, Baton Rouge, LA 70808
83
Wealthminder
score

Dania Tanguis (CRD# 1817705) is an Investment Advisor Representative working at Peters Wealth Advisors LLC in Baton Rouge, LA and has over 27 years of experience in the finance industry.

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