Robert Peters
Robert Peters is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rocky Hill, CT, with 46 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
Firm Size
IM Fee
Assets Under Management
Location
2189 Silas Deane Highway, Suite #3, Rocky Hill, CT, 06067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the owner of Peters Financial LLC, a support company, since 2013. This takes about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Salomon Smith Barney INC.Broker
First Albany CorporationBroker
Advest, INC.Broker
Carreau, Smith, INC.Broker
State Registrations19 states
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