PF
PF

Peter Freidel

13 Years of Experience
Glenwood Springs, CO
Broker

Peter Freidel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glenwood Springs, CO, with 13 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

901 Grand Ave, Glenwood Springs, CO, 81601

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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 works as a financial advisor at Bank of Colorado through Raymond James Financial Services, dedicating about half his time. He also works for Bank of Colorado Investment Services/Raymond James as an associate/employee.

Employment History
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2021 - March 2026 · 4 yrs 4 mos
Exams
No exam information available for this advisor.