AP
CFP
AP
CFP

Adam Zachery Peters

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
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Location

2630 Electric Road, Roanoke, VA, 24018

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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 ActivitiesSells Insurance

Adam is a co-owner of 7 Beaver Dam, LLC, a property management entity, and owner of Peters Financial Planning, a private entity for tax reasons. He also sells fixed insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Commonwealth Financial Network
August 2018 - Present · 7 yrs 6 mos
Commonwealth Financial NetworkBroker
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - August 2018 · 1 yr 5 mos
MML Investors Services, LLCBroker
March 2017 - August 2018 · 1 yr 5 mos
Msi Financial Services, INC.
August 2013 - March 2017 · 3 yrs 7 mos
Msi Financial Services, INC.Broker
May 2012 - March 2017 · 4 yrs 10 mos
State Registrations12 states
DCFLGAIALANCOHSCTNTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Zachery Peters - Financial Advisor | TrueAdvisor