Peter Cox is a registered investment advisor at LPL Financial LLC, based in Mesquite, NV, with 31 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
1130 W Pioneer Blvd, Mesquite, NV, 89027
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2025Criminal
February 1985Other Business Activities
Peter operates under the DBAs Nevada Wealth Advisors and NSB Wealth Advisors for his LPL business. He also has a financial institution duty with ZB, N.A., DBA Wealth & Fiduciary Services, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Union Gaming AdvisorsBroker
Wells Fargo Securities, LLCBroker
Bear, Stearns & CO. INC.Broker
State Registrations19 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.