PK
CFA
PK
CFA

Peter Ketchand

12 Years of Experience
Grass Valley, CA
Broker

Peter Ketchand is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grass Valley, CA, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

426 Sutton Way, Suite 110, Grass Valley, CA, 95945

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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 is a partner in Sierra Foothill Asset Management dba Owens Estate and Wealth Strategies Group, subleasing office space and acting as Director of Research and board member, dedicating about half his time. He also owns Foothill Home Staging (his wife's business) and is an associate/employee of Owens Estate and Wealth Strategies Group.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2014 - Present · 12 yrs 3 mos
State Registrations41 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 Ketchand - Financial Advisor | TrueAdvisor