Peter Herb is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 13 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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
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