Peter Schmidt
Peter Schmidt is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Aston, PA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4500 Pennell Rd, Aston, PA, 19014
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2017Other Business ActivitiesSells Insurance
Peter operates under the DBA Wildfire Financial Group for his LPL business. He also receives trails from American Community Mutual Insurance Company for non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Aul Equity Sales CORP.Broker
American United Life Insurance CompanyBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
Century Investors of America, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Metropolitan Life Insurance CompanyBroker
State Registrations19 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.