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Lisa Mary Peters

TRANSPORTATION RESOURCE ADVISORS, LLC·BIRMINGHAM, Michigan
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380 N. OLD WOODWARD AVENUE, BIRMINGHAM, MI 48009CRD# 6028201Firm CRD# 160765
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About

Lisa Mary Peters is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with TRANSPORTATION RESOURCE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRANSPORTATION RESOURCE ADVISORS, LLC
TRANSPORTATION RESOURCE PARTNERS
AUM
$68M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TRANSPORTATION RESOURCE ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: FEES FROM PORTFOLIO COMPANIES OF POOLED INVESTMENT VEHICLES
Regulatory
SEC/IARD CRD# 6028201
Firm CRD# 160765
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Mary Peters offer?
Lisa Mary Peters specializes in Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Lisa Mary Peters's credentials?
Lisa Mary Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Mary Peters located?
Lisa Mary Peters is based in BIRMINGHAM, Michigan, working with TRANSPORTATION RESOURCE ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Lisa Mary Peters charge for services?
Lisa Mary Peters's firm is compensated through performance-based fees, other: fees from portfolio companies of pooled investment vehicles. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSPORTATION RESOURCE ADVISORS, LLC?
TRANSPORTATION RESOURCE ADVISORS, LLC has approximately 8 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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