Peter Augustine
Peter Augustine is a registered investment advisor at LPL Financial LLC, based in Doylestown, PA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
165 W Ashland Street, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Other Business Activities
Peter operates Doylestown Wealth Management as a DBA for his LPL business. He also provides investment advisory services through Great Valley Advisor Group, Inc., dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Great Valley Advisor Group, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
PNC InvestmentsBroker
PNC Investments
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Wells Fargo Advisors, LLCBroker
Capital Analysts, IncorporatedBroker
The Investment Center, INC.Broker
CPA Advisors Network, INC.Broker
Securities America, INC.Broker
State Registrations8 states
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.