Peter Loncar is a CFP-designated registered investment advisor, based in Beaver, PA, with 39 years of industry experience.
Location
446 Third Street, Beaver, PA, 15009
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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
Peter is involved in several outside business activities, including rental real estate, agriculture/farming, and owning Rivertowne Advisors LLC. He also sells fixed annuities and insurance through the Serb National Federation, dedicating minimal time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Advest, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Estate Planning, INC.Broker
State Registrations37 states
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