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Peter Greaves

29 Years of Experience
Bryan, TX
Broker

Peter Greaves is a registered investment advisor, based in Bryan, TX, with 29 years of industry experience.

Location

1716 Briarcrest Drive, Suite 730, Bryan, TX, 77802

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Peter is an independent contractor and financial advisor for Crossbridge Wealth Strategies, LLC since 2017. This takes about half of his time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2017 - Present · 8 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
LPL Financial LLC
August 2006 - October 2017 · 11 yrs 2 mos
LPL Financial LLCBroker
August 2006 - October 2017 · 11 yrs 2 mos
Raymond James Financial Services
October 1996 - August 2006 · 9 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 1996 - August 2006 · 9 yrs 11 mos
State Registrations3 states
COMSTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Peter Greaves - Financial Advisor | TrueAdvisor