Peggy Cozine
Peggy Cozine is a registered investment advisor at Cetera Investment Advisers LLC, based in Clearwater, FL, with 24 years of industry experience. Peggy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
28050 Us Hwy 19N, Ste 300, Clearwater, FL, 33761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peggy works full-time at Accountants Wealth National Group, providing financial services and investments. She also spends nearly full-time on tax planning and preparation as an enrolled agent at Accountants Wealth National Tax Services, and dedicates minimal time to managing rental property she owns.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
State Registrations6 states
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