Unclaimed Profile

James F Peters

RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, Massachusetts

Clean recordRPG FAMILY WEALTH ADVISORY, LLC

25 BURLINGTON MALL ROAD, BURLINGTON, MA 01803CRD# 1543053Firm CRD# 158528

Profile Verification

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

Identity

James F Peters · BURLINGTON, MA

Registration

CRD #1543053 · RPG FAMILY WEALTH ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James F Peters is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with RPG FAMILY WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RPG FAMILY WEALTH ADVISORY, LLC

AUM

$492M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RPG FAMILY WEALTH ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1543053

Firm CRD# 158528

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James F Peters offer?

James F Peters specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Massachusetts for a consultation.

What are James F Peters's credentials?

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

Where is James F Peters located?

James F Peters is based in BURLINGTON, Massachusetts, working with RPG FAMILY WEALTH ADVISORY, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does James F Peters charge for services?

James F 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 RPG FAMILY WEALTH ADVISORY, LLC?

RPG FAMILY WEALTH ADVISORY, LLC has approximately 24 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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