Peter Mendall
Peter Mendall is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Topsham, ME, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
69 Main St., Suite A, Topsham, ME, 04086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a partner of Mendall Financial Group, LLC since 2013, dedicating about half his time to this support company. He is also a partner in Morningtide Holdings LLC, spending minimal time, and co-owns farmland with his wife, spending about 10-20% of his time on farming activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Howe, Mendall & Associates, INC.Broker
State Registrations28 states
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