Paul Peck is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Annapolis, MD, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1997 Annapolis Exchange Pkwy, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul has a 20% ownership in Private Wealth Partners LLC and is a trustee for Private Wealth Partners LLC 401k, dedicating minimal time to each. Paul also has 100% ownership with his spouse in Phenix Salon Suites and Salon Concepts LLC, spending no time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
The Scarborough Group, INC.
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
PFS Investments INC.Broker
State Registrations33 states
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