Unclaimed Profile

Louis William Peters

PETERS WEALTH ADVISORS LLC·BATON ROUGE, Louisiana

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record14 years registeredPETERS WEALTH ADVISORS LLC

5800 ONE PERKINS PLACE, BATON ROUGE, LA 70808-9108CRD# 1029120Firm CRD# 106949

Profile Verification

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

Identity

Louis William Peters · BATON ROUGE, LA

Registration

CRD #1029120 · PETERS WEALTH ADVISORS LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PETERS WEALTH ADVISORS LLC

PETERS WEALTH ADVISORS LLC

Mar 2012 – Oct 2018

BATON ROUGE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 30, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETERS WEALTH ADVISORS LLC

CRD 106949 · SEC 801-43668

AUM

$250M

Regulatory assets under management

Employees

885 client accounts

Services offered by PETERS WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETERS WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Louis William Peters offer?

Louis William Peters specializes in Financial Planning, Investment Management.

What are Louis William Peters's credentials?

Louis William Peters holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Louis William Peters located?

Louis William Peters is based in BATON ROUGE, Louisiana, last registered with PETERS WEALTH ADVISORS LLC.

How does Louis William Peters charge for services?

Louis William Peters'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 PETERS WEALTH ADVISORS LLC?

PETERS WEALTH ADVISORS LLC has approximately 6 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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