Peters Wealth Management, LLC
Peters Wealth Management, LLC (CRD# 172203) is a financial advisory firm headquartered in , . They manage $118,845,707 in 135 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management119MILLION
Total Number of Accounts135ACCOUNTS
Average Account Value$880,339
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
James Peters (CRD# 3135650) is an Investment Advisor Representative working at Peters Wealth Management, LLC in Carrollton, TX and has over 19 years of experience in the finance industry. James 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.