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Peter Wright Willcox

AFFINITY INVESTMENT GROUP, LLC·EXETER, New Hampshire
Series 7, Series 63, Series 65Clean record15 years registeredAFFINITY INVESTMENT GROUP, LLC
18 HAMPTON ROAD, UNIT 7, EXETER, NH 03833CRD# 2315229Firm CRD# 117191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Wright Willcox · EXETER, NH
Registration
CRD #2315229 · AFFINITY INVESTMENT GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

AFFINITY INVESTMENT GROUP, LLC
Jan 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 4, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AFFINITY INVESTMENT GROUP, LLC
CRD 117191 · SEC 801-61181
AUM
$445M
Regulatory assets under management
Employees
8
1,503 client accounts
Services offered by AFFINITY INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AFFINITY INVESTMENT GROUP, LLC →
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Frequently Asked Questions

What services does Peter Wright Willcox offer?
Peter Wright Willcox specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXETER, New Hampshire for a consultation.
What are Peter Wright Willcox's credentials?
Peter Wright Willcox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Wright Willcox located?
Peter Wright Willcox is based in EXETER, New Hampshire, working with AFFINITY INVESTMENT GROUP, LLC. Their office serves clients in the EXETER metropolitan area and surrounding communities.
How does Peter Wright Willcox charge for services?
Peter Wright Willcox's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY INVESTMENT GROUP, LLC?
AFFINITY INVESTMENT GROUP, LLC has approximately 8 employees and manages $445M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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