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Carl James Peterson

LRI INVESTMENTS, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
3825 PGA BLVD, PALM BEACH GARDENS, FL 33410CRD# 1773452Firm CRD# 323556
01

About

Carl James Peterson is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with LRI INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LRI INVESTMENTS, LLC
LRI INVESTMENTS
AUM
$933M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LRI INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1773452
Firm CRD# 323556
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl James Peterson offer?
Carl James Peterson specializes in Financial Planning, Investment Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Carl James Peterson's credentials?
Carl James Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl James Peterson located?
Carl James Peterson is based in PALM BEACH GARDENS, Florida, working with LRI INVESTMENTS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Carl James Peterson charge for services?
Carl James Peterson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LRI INVESTMENTS, LLC?
LRI INVESTMENTS, LLC has approximately 17 employees and manages $933M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PALM BEACH GARDENS
David James Abitz — CONVERGENCE INVESTMENT PARTNERS, LLCPeter David Cummings — COMMUNITY REINVESTMENT ADVISORS, INC.Darlene G Franze — TULLIS HEALTH INVESTORS OF FLORIDA LLCBarry Richard Rittman — GWN SECURITIES INC.David Sean Rich — GLADSTONE INSTITUTIONAL ADVISORY LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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