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CFP

Peter Wyrough

Dmk Advisor Group, INC.
41 Years of Experience
Annapolis, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Wyrough is a CFP-designated registered investment advisor at Dmk Advisor Group, INC., based in Annapolis, MD, with 41 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 515 clients with $130M in assets under management.

Dmk Advisor Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
515 clients
Average Client Portfolio
$254K average
Assets Under Management
$130.8M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

DMK Advisor Group charges management fees based on a percentage of the value of your portfolio, though the exact fee schedule is determined on an individual client basis. Fees are negotiable except for direct participation and variable annuities. Management fees are typically billed quarterly in advance for discretionary accounts or quarterly in arrears for non-discretionary accounts.

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Location

2444 Solomons Island Rd., Ste. 212, Annapolis, MD, 21401

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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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Other Business ActivitiesSells Insurance

Peter is forming a company to develop and sell financial software, dedicating a few hours per week. He also serves as a trustee providing investment advisory services for a relative's children, and transacts insurance products through DMK Advisor Group for a few hours per week.

Employment History
Current Registrations
Dmk Advisor Group, INC.
January 2022 - Present · 4 yrs 9 mos
Valuewealth Services, LLC
August 2019 - Present · 7 yrs 2 mos
Dmk Advisor Group, INC.
November 2018 - Present · 7 yrs 11 mos
Dmk Advisor Group, INC.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Dmk Advisor Group, INC.
June 2021 - December 2021 · 6 mos
The Institute
May 2019 - March 2020 · 10 mos
Institute for Wealth Advisors, INC.
March 2017 - April 2019 · 2 yrs 1 mo
Sowell Management Services
November 2016 - January 2017 · 2 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2012 - November 2018 · 6 yrs 2 mos
Concert Wealth Management
August 2012 - June 2017 · 4 yrs 10 mos
Brokersxpress LLC
November 2008 - August 2012 · 3 yrs 9 mos
Brokersxpress LLCBroker
October 2008 - August 2012 · 3 yrs 10 mos
Raymond James Financial Services
April 2004 - August 2008 · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 2004 - August 2008 · 4 yrs 4 mos
Legg Mason Wood Walker INC
February 2002 - April 2004 · 2 yrs 2 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1989 - April 2004 · 14 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1989 - September 1989 · 0 mos
Johnston, Lemon & CO. IncorporatedBroker
April 1985 - September 1989 · 4 yrs 5 mos
State Registrations10 states
CAFLGAMDNCNYOHPASCVA
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.
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