Jimmy Peters is a registered investment advisor, based in Great Neck, NY, with 4 years of industry experience.
Location
107 Northern Blvd., Ste. 304, Great Neck, NY, 11021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jimmy is the President of Lindenhurst CPA PLLC, providing accounting, bookkeeping, and payroll services since 2020. He also works as an advisory representative of a RIA, starting in November 2024, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations2 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.