Unclaimed Profile

James F Peters

RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, Massachusetts

Series 3, Series 7, Series 63, Series 6516 years registeredRPG 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 · 16 years registered

Brand Profile

Not yet started

Career History

RISK PARADIGM GROUP, LLC

Jul 2016 – present

RPG FAMILY WEALTH ADVISORY, LLC

Jul 2016 – present

TACTICAL ALLOCATION GROUP, LLC

Apr 2010 – Jul 2017

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · April 7, 2010

Years registered · 16

Disclosure History

1998Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RPG FAMILY WEALTH ADVISORY, LLC

CRD 158528 · SEC 801-72631

AUM

$492M

Regulatory assets under management

Employees

533 client accounts

Services offered by RPG FAMILY WEALTH ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPG FAMILY WEALTH ADVISORY, LLC →

Introduction

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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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