Unclaimed Profile

Lillian Martinez Peters

CHERRY BEKAERT WEALTH MANAGEMENT LLC·RICHMOND, Virginia

SIE, Series 6, Series 7, Series 24, Series 26, Series 63CFPClean record20 years registeredCHERRY BEKAERT WEALTH MANAGEMENT LLC

200 SOUTH 10TH STREET, RICHMOND, VA 23219CRD# 4242886Firm CRD# 108504

Profile Verification

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

Identity

Lillian Martinez Peters · RICHMOND, VA

Registration

CRD #4242886 · CHERRY BEKAERT WEALTH MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHERRY BEKAERT WEALTH MANAGEMENT LLC

SYNOVUS SECURITIES, INC.

May 2023 – Mar 2026

CORAL GABLES, FL

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Nov 2016 – Apr 2019

Coral Gables, FL

SUNTRUST INVESTMENT SERVICES, INC.

Oct 2005 – Dec 2014

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · October 24, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHERRY BEKAERT WEALTH MANAGEMENT LLC

CRD 108504 · SEC 801-64395

AUM

$569M

Regulatory assets under management

Employees

1,422 client accounts

Services offered by CHERRY BEKAERT WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHERRY BEKAERT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Lillian Martinez Peters offer?

Lillian Martinez Peters specializes in Financial Planning, Investment Management, Wealth Management.

What are Lillian Martinez Peters's credentials?

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

Where is Lillian Martinez Peters located?

Lillian Martinez Peters is based in RICHMOND, Virginia, last registered with CHERRY BEKAERT WEALTH MANAGEMENT LLC.

How does Lillian Martinez Peters charge for services?

Lillian Martinez 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 CHERRY BEKAERT WEALTH MANAGEMENT LLC?

CHERRY BEKAERT WEALTH MANAGEMENT LLC has approximately 16 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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