PF
PF

Peter Fuszard

7 Years of Experience
Truckee, CA
1 DisclosureBrokerSells Insurance

Peter Fuszard is a registered investment advisor, based in Truckee, CA, with 7 years of industry experience.

Location

11045 Donner Pass Rd Ste 1A, Truckee, CA, 96161

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 1986
Final Disposition
Other Business ActivitiesSells Insurance

Peter owns Peter Fusard's Insurance Agency, an insurance agency affiliated with State Farm, since 2015. He dedicates about half his time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
July 2023 - Present · 3 yrs 2 mos
State Farm Investment Management CORP.
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
State Farm Vp Management CORP.Broker
July 2015 - November 2019 · 4 yrs 4 mos
Pruco Securities, LLC.Broker
November 2014 - May 2015 · 6 mos
State Registrations4 states
AZCANVOR
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.