Kevin Peters is a registered investment advisor, based in Bethesda, MD, with 24 years of industry experience.
Location
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is the Owner & President of Lifestyle Life Insurance Agency since 2004, selling life, disability, and long-term care insurance. This takes about half of Kevin's time.
Employment History
Current Registrations
Xml Securities
February 2019 - Present · 7 yrs 3 mos
Xml SecuritiesBroker
February 2019 - Present · 7 yrs 3 mos
Xml Financial Group
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
LPL Financial LLC
August 2006 - October 2016 · 10 yrs 2 mos
LPL Financial LLCBroker
November 2004 - October 2016 · 11 yrs 11 mos
Usallianz Securities, INC.Broker
May 2003 - November 2004 · 1 yr 6 mos
Wall Street Financial Group, INC.Broker
August 2001 - April 2003 · 1 yr 8 mos
Signator Investors, INC.Broker
June 2001 - September 2001 · 3 mos
State Registrations3 states
MDTXVA
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.