Randal Peters
Randal Peters is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Marblehead, MA, with 33 years of industry experience. Randal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
17 Central St, Marblehead, MA, 01945
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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
Randal is an agent for Avantax Insurance Agency and an independent insurance agent, selling various insurance products including annuities and life insurance, dedicating a few hours per week to these activities. He also owns R. C. Peters, CPA Tax & Financial Services, Inc., which is winding down operations, and spends about half his time on accounting services and tax preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ascend Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations12 states
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