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Peter Squire

42 Years of Experience
Richmond, VA
Broker

Peter Squire is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5820 Patterson Ave., Suite 100, Richmond, VA, 23226

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
October 2001 - February 2013 · 11 yrs 4 mos
Morgan Keegan & Company, INC.Broker
February 2001 - February 2013 · 12 yrs
Scott & Stringfellow, INC.Broker
May 1999 - February 2001 · 1 yr 9 mos
Scott & Stringfellow, INC.Broker
May 1991 - May 1999 · 8 yrs
Wheat, First Securities, INC.Broker
April 1983 - June 1991 · 8 yrs 2 mos
State Registrations9 states
ALCAFLGANCNYSCTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.