Peter
Landini

Rbp Investment Advisors Inc

CRD#1618991
Investment Advisor
in Alamo, CA

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About this Advisor

Peter Landini is a certified financial planner based in Alamo, California with a total of 18 years of industry experience. Landini is an advisor for Rbp Investment Advisors Inc. They have spent their whole career at Rbp Investment Advisors Inc. Landini maintains a Series 63 license, which qualifies them as a securities agent, and is registered to work in California and Texas. Rbp Investment Advisors Inc is a financial advisory business operating in Alamo, California. The investment advisory business has just five financial advisors. It handles $144 million in assets across its 310 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 310 customer accounts, 51% are held by high-net-worth clients who have more than $1 million in assets. The firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely vary depending on the financial services. Fees charged by Rbp Investment Advisors Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3201 Danville Blvd., Suite 185
Alamo, CA 94507

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Rbp Investment Advisors Inc Brokerage Details

Total Assets Under Management

$143,842,740

Total Number of Employees

5

Total Number of Accounts

310

Average Account Size

$464,009

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Peter Landini Work History

Peter has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Rbp Investment Advisors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Landini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rbp Investment Advisors Inc

Peter Landini
Alamo, CA
Richard Pear
Peoria, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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