Peggy Rouillier is a CFP-designated registered investment advisor, based in Nashville, TN, with 34 years of industry experience.
Location
237 Old Hickory Blvd. Ste. 100, Nashville, TN, 37221
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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
Peggy sells and services insurance products, including long-term care, disability, health, and residual income, dedicating minimal time to this activity. She also owns rental property, is involved with film and music publishing through her spouse's businesses, is a notary public, and is the trustee of her living trust; additionally, she works full-time as an investment adviser at Wealth Management Group.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations22 states
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