TrueAdvisor
TrueAdvisor
PH
CFP
PH
CFP

Peter Haroun

Private Advisor Group, LLC
17 Years of Experience
Rolling Hills Estates, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Haroun is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Rolling Hills Estates, CA, with 17 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 Deep Valley Dr., Suite 202, Rolling Hills Estates, CA, 90274

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Peter operates several DBAs for his LPL business and provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity. He also has a non-variable insurance business called Highland Capital, spending a few hours per week on it.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Mariner Advisor Network
September 2021 - June 2026 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLC
February 2021 - August 2021 · 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2021 · 10 yrs 7 mos
Wells Fargo Investments, LLCBroker
May 2010 - January 2011 · 8 mos
Metlife Securities INC.Broker
March 2008 - November 2008 · 8 mos
State Registrations15 states
AZCACOFLHIIDMNMTNCNVNYORPATXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Rolling Hills Estates, CA →All financial advisors in California →