Kevin Peterson
Kevin Peterson is a CFP-designated registered investment advisor at Mariner Independent, based in Annapolis, MD, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B 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 | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
181 Harry S. Truman Parkway, Suite 175, Annapolis, MD, 21401
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2013Other Business ActivitiesSells Insurance
Kevin is a member of AP Holdings, LLC, an investment holding company, and coaches the golf team at Broadneck High School. He is also an independent insurance agent and offers investment advisory services through Mariner Platform Solutions, dedicating full-time hours to this.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Mariner Platform Solutions
Mutual Advisors, LLC
Mutual Advisors, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations1 state
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
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