Gregory Peters
Gregory Peters is a registered investment advisor at Cetera Investment Advisers LLC, based in Walnut Creek, CA, with 43 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2950 Camino Diablo Ste 220, Walnut Creek, CA, 94597-3978
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory offers fixed insurance products, including life, health, disability, annuities, and long-term care. He also works with Business Enterprise Institute, helping business owners with exit planning strategies for a few hours per week, and spends nearly full-time as a registered principal, president, and CEO of Lafayette Square Financial Advisors, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Portsmouth Financial ServicesBroker
Sutro & CO. IncorporatedBroker
Painewebber IncorporatedBroker
Integrated Resources Equity CorporationBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.