Peter Wilmot
Peter Wilmot is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2651 Warrenville Road Ste 200, Downers Grove, IL, 60515
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Peter is involved in several business entities, many of which are DBAs for LPL business and related to tax or investment purposes. Peter also works as an agent for non-variable insurance, and owns a tax preparation and accounting service, but these activities take minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Opus Wealth Management Group
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations39 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.