Peter Barlow
Peter Barlow is a registered investment advisor at Raymond James & Associates, INC., based in Yardley, PA, with 33 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Yardley, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter acts as a personal representative for his son's SSI payments, spending minimal time on this. He also acts as a trustee/successor trustee for his disabled son's Special Needs Trust, also dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations40 states
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