Peter Herb is a CFP-designated registered investment advisor, based in Houston, TX, with 13 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1080 W Sam Houston Pkwy N, Ste 125, Houston, TX, 77043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the owner of Wealthco Financial Group, LLC, an investment services business. He spends nearly full-time hours on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 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.
Exams
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