Peter Barron (CRD# 4572220) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Mays Landing, NJ and has over 21 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| H. Beck, Inc. | Bethesda, MD | Aug 2017 - Mar 2021 | 3 |
| Summit Brokerage Services Inc. | Smithville, NJ | Jan 2008 - Jul 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- NJ
-
Total Assets Under Management2,360MILLIONS
-
Total Number of Accounts9,920ACCOUNTS
-
Average Account Value$237,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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