Peter Wyrough (CRD# 1291706) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Annapolis, MD and has over 39 years of experience in the finance industry. Peter Wyrough 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.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valuewealth Services, LLC | Annapolis, MD | Aug 2019 - Current | 4 |
| Stephen A. Kohn & Associates, Ltd / Dmk Advisor Group | Lakewood, CO | Nov 2018 - Current | 5 |
| The Institute For Wealth Management LLC | Denver, CO | Apr 2019 - Aug 2019 | < 1 |
| Institute For Wealth Advisors, Inc. | Dallas, TX | Jan 2017 - Apr 2019 | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2012 - Nov 2018 | 6 |
| Concert Wealth Dba Value Wealth Services | Annapolis, MD | Sep 2012 - Jun 2017 | 4 |
| Sowell Management Services | Annapolis, MD | Nov 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MD
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Total Assets Under Management57MILLIONS
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Total Number of Accounts424ACCOUNTS
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Average Account Value$133,797
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, CT, FL, GA, KS, LA, MD, MI, MN, MO, NE, NH, NY, OH, OR, PR, SC, SD, TN, TX, UT, WA
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