Peter Harvey
Peter Harvey is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lynnwood, WA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5110 196th St SW, Suite 200A, Lynnwood, WA, 98036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is involved in several business ventures, including online cooking classes (pizza and sushi), video production, and is a partner in Peacock Productions. He also serves on the advisory board for the Lynnwood Chamber of Commerce and volunteers with the US Coast Guard Auxiliary, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations14 states
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