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Alan Edward Peters

PETERS FINANCIAL PLANNING CORPORATION·WILMINGTON, Delaware
Clean recordPETERS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Edward Peters is a registered financial advisor based in WILMINGTON, Delaware, affiliated with PETERS FINANCIAL PLANNING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GREAT VALLEY ADVISOR GROUP, INC.
GREAT VALLEY ADVISOR GROUP, INC.
AUM
$7.3B
Regulatory assets under management
Employees
175
Total firm employees
View all advisors at GREAT VALLEY ADVISOR GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 360964
Firm CRD# 123913
View on FINRA BrokerCheck →

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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. Contact their office in WILMINGTON, Delaware for a consultation.
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, working with PETERS FINANCIAL PLANNING CORPORATION. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
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

Cheryl Boudwin Derosa
WILMINGTON, DE
Lee Robert Johnson
WILMINGTON, DE
Michael E Hornung
WILMINGTON, DE
Michael Joseph Dedda
WILMINGTON, DE
Ryan Christopher Todd
WILMINGTON, DE
Drew Alton Nemeth
WILMINGTON, DE

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Nearby cities in Delaware
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Research
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