Peter Augustine
Peter Augustine is a registered investment advisor at LPL Financial LLC, based in Doylestown, PA, with 29 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
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.
Exams
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