Peter Simon is a registered investment advisor, based in San Antonio, TX, with 3 years of industry experience.
Location
909 NE Loop 410, Suite 715, San Antonio, TX, 78209
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is a CPA/Shareholder at Edgar, Kiker & Cross PC, dedicating nearly full-time hours to bookkeeping, tax planning, and business consulting. He also sells insurance products through Avantax Insurance Agency and is an affiliated advisor with EKC Advisors PLLC, spending about half his time on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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