Unclaimed Profile

Benjamin Ross Peters

BURTON ENRIGHT WELCH·WALNUT CREEK, California

Series 65Clean record12 years registeredBURTON ENRIGHT WELCH

1850 MT. DIABLO BOULEVARD, WALNUT CREEK, CA 94596CRD# 6260565Firm CRD# 118376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Ross Peters · WALNUT CREEK, CA

Registration

CRD #6260565 · BURTON ENRIGHT WELCH · 12 years registered

Brand Profile

Not yet started

Career History

BURTON ENRIGHT WELCH

Mar 2014 – present

NAPA VALLEY WEALTH MANAGEMENT

Oct 2013 – Jun 2016

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 29, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BURTON ENRIGHT WELCH

CRD 118376 · SEC 801-68890

AUM

$1.1B

Regulatory assets under management

Employees

638 client accounts

Services offered by BURTON ENRIGHT WELCH

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BURTON ENRIGHT WELCH →

Introduction

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Frequently Asked Questions

What services does Benjamin Ross Peters offer?

Benjamin Ross Peters specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Benjamin Ross Peters's credentials?

Benjamin Ross Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Ross Peters located?

Benjamin Ross Peters is based in WALNUT CREEK, California, working with BURTON ENRIGHT WELCH. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Benjamin Ross Peters charge for services?

Benjamin Ross Peters's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BURTON ENRIGHT WELCH?

BURTON ENRIGHT WELCH has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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