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Paul Peeler

35 Years of Experience
Atlanta, GA
1 DisclosureBrokerSells Insurance

Paul Peeler is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

200 Ashford Ctr N Ste 400, Atlanta, GA, 30338

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2026
Settled
Other Business ActivitiesSells Insurance

Paul operates his LPL business through Integrated Financial Group. He also sells fixed insurance products, including term life, annuities, long-term care, and disability insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
August 2011 - Present · 14 yrs 9 mos
LPL Financial LLCBroker
August 2011 - Present · 14 yrs 9 mos
LPL Financial LLC
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Securities America Advisors, INC.
October 2005 - August 2011 · 5 yrs 10 mos
Securities America, INC.Broker
October 2005 - August 2011 · 5 yrs 10 mos
Harrisdirect LLCBroker
March 2004 - October 2005 · 1 yr 7 mos
Harrisdirect LLC
March 2004 - October 2005 · 1 yr 7 mos
Charles Schwab & CO., INC.
April 2003 - April 2004 · 1 yr
Charles Schwab & CO., INC.Broker
December 1995 - April 2004 · 8 yrs 4 mos
American Express Financial Advisors INC.Broker
October 1991 - November 1995 · 4 yrs 1 mo
Ids Life Insurance CompanyBroker
October 1991 - November 1995 · 4 yrs 1 mo
American Express Financial Advisors INC.Broker
August 1989 - February 1990 · 6 mos
Ids Life Insurance CompanyBroker
August 1989 - February 1990 · 6 mos
First Investors CorporationBroker
April 1989 - June 1989 · 2 mos
State Registrations16 states
ALCTFLGAHIINMDMEMIMONCNHNJSCTNTX
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.