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Alan Edward Peters

PETERS FINANCIAL PLANNING CORPORATION·WILMINGTON, Delaware
SIE, Series 1, Series 7TO, Series 24, Series 63, Series 65Clean record32 years registeredPETERS FINANCIAL PLANNING CORPORATION
1200 PENNSYLVANIA AVE, WILMINGTON, DE 19806CRD# 360964Firm CRD# 123913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Edward Peters · WILMINGTON, DE
Registration
CRD #360964 · PETERS FINANCIAL PLANNING CORPORATION · 32 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PETERS FINANCIAL PLANNING CORPORATION
GREAT VALLEY ADVISOR GROUP, INC.
Jan 2011 – Dec 2022
WILMINGTON, DE
PETERS FINANCIAL PLANNING CORPORATION
Jan 1994 – Dec 2010
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Series 24
Series 63
Series 65
Registration record
First registered · January 1, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREAT VALLEY ADVISOR GROUP, INC.
CRD 123913 · SEC 801-72270
AUM
$7.3B
Regulatory assets under management
Employees
175
24,276 client accounts
Services offered by GREAT VALLEY ADVISOR GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GREAT VALLEY ADVISOR GROUP, INC. →
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05

Frequently Asked Questions

What services does Alan Edward Peters offer?
Alan Edward Peters specializes in Financial Planning, Investment Management, Wealth Management.
What are Alan Edward Peters's credentials?
Alan Edward Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Edward Peters located?
Alan Edward Peters is based in WILMINGTON, Delaware, last registered with PETERS FINANCIAL PLANNING CORPORATION.
How does Alan Edward Peters charge for services?
Alan Edward 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 PETERS FINANCIAL PLANNING CORPORATION?
PETERS FINANCIAL PLANNING CORPORATION has approximately 175 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETERS FINANCIAL PLANNING CORPORATION

Michael Joseph Dedda
WILMINGTON, DE
Drew Alton Nemeth
WILMINGTON, DE
Lee Robert Johnson
WILMINGTON, DE
CFA
Michael Joseph Martin
WILMINGTON, DE
Ryan Christopher Todd
WILMINGTON, DE
James J Spinelli
WILMINGTON, DE

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