Arlington, MA
Get directionsNo 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.
Learn about disclosures →Peggy is the owner/manager of Primary Wealth Care Providers, LLC, where she works as a financial advisor. She dedicates significantly more than full-time hours per month to this activity, including 20-25 hours during trading hours, providing retirement planning, investment strategy & advice, and annuity sales.