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Peter Courtemanche

17 Years of Experience
Meridian, ID
Broker

Peter Courtemanche is a registered investment advisor at Raymond James & Associates, INC., based in Meridian, ID, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Meridian, ID

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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.

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Other Business Activities

Peter owns Go Ventures LLC, renting out outdoor equipment, and Petes Tees and Stickers, selling custom-designed merchandise. He dedicates minimal time to these ventures.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2024 - Present · 1 yr 5 mos
Raymond James & Associates, INC.
December 2024 - Present · 1 yr 5 mos
Raymond James & Associates, INC.Broker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2024 - December 2024 · 10 mos
Raymond James Financial Services, INC.Broker
February 2024 - December 2024 · 10 mos
Fidelity Personal and Workplace Advisors
November 2020 - January 2024 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
December 2012 - January 2024 · 11 yrs 1 mo
D.A. Davidson & CO.
April 2010 - October 2012 · 2 yrs 6 mos
D.A. Davidson & CO.Broker
April 2010 - October 2012 · 2 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Citigroup Global Markets INC.
March 2009 - June 2009 · 3 mos
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
State Registrations52 states
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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.
Peter Courtemanche - Financial Advisor | TrueAdvisor