PD
CFA
PD
CFA

Peter J Deakos

20 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
285 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
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Location

Edwardsville, IL

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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 a member of the St. Boniface Finance Council since 2018, reviewing financial statements and advising the pastor. This requires minimal time.

Employment History
Current Registrations
Dearborn Partners L.L.C.
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Quasar Distributors, LLCBroker
September 2018 - September 2018 · 0 mos
H.D. Vest Investment ServicesBroker
July 2010 - October 2011 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
June 2010 - April 2017 · 6 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2010 - April 2017 · 6 yrs 10 mos
Wells Fargo Investments, LLCBroker
June 2010 - January 2011 · 7 mos
A. G. Edwards & Sons, INC.Broker
August 2000 - November 2006 · 6 yrs 3 mos
State Registrations2 states
ILMO
Advisor
Exams
No exam information available for this advisor.
Peter J Deakos - Financial Advisor | TrueAdvisor