Daniel Peters
Daniel Peters is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393
Get directionsHistory
Regulatory History
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
Daniel works as a financial advisor/representative for Chinen & Arinaga Financial Group and as an independent contractor for insurance sales. He also serves as a worship pastor and conducts financial education workshops, dedicating about a quarter of his time to insurance sales and a few hours per week to the workshops.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Planmember Securities CorporationBroker
Symetra Investment Services, INC.Broker
First Allied Securities, INC.Broker
State Registrations3 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.