Douglas PeeteCRD Number: 1033479
Current Firm: Global Retirement Partners LLC
Douglas Peete (CRD# 1033479) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Global Retirement Partners, LLC||San Rafael, CA||Nov 2016 - Current||1|
|Lpl Financial, LLC||Overland Park, KS||Nov 2016 - Current||1|
|Cretcher Heartland Life Insurance Services LLC||Overland Park, KS||Aug 2013 - Current||4|
|Douglas R Peete & Associates||Overland Park, IL||Jan 2005 - Current||13|
|Princor Financial Services Corporation||Fairway, KS||Dec 2004 - Current||13|
|Principal Life Insurance Company||Fairway, KS||Dec 2004 - Nov 2016||11|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Sep 1987 - Jun 2009||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2000|
Total Assets Under Management26,371MILLIONS
Total Number of Accounts4,693ACCOUNTS
Average Account Value$5,619,285
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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