Peter
Wolk

Wealthsource®

CRD#834738
Investment Advisor
in East Otis, MA

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About this Advisor

Peter Wolk is a chartered financial consultant who works in East Otis, Massachusetts with 1 year of industry experience. Wolk is an advisor for Wealthsource®. Throughout their career, Wolk has worked at Lpl Financial LLC, Ssn Advisory, Inc / Securities Service Network, LLC, Securities America Advisors, Inc / Securities America, Inc, Kingswood Wealth Advisors, LLC / Kingswood Capital Partners, LLC and Wealthsource Partners, LLC. Wolk has a Series 63 license, certifying them as a securities agent, and is registered to advise clients in Florida, Massachusetts and Texas. Wealthsource® is a company operating out of San Luis Obispo, CA. The investment advisory business has offices in 39 locations and a total of 71 advisors. It manages $2 billion in total assets between its 6,375 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 6,375 client accounts, 19% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services are offered. However, fee types charged by Wealthsource® likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

East Otis, MA

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Wealthsource® Brokerage Details

Total Assets Under Management

$1,915,866,644

MA Average: $7,578,581,321
Total Number of Employees

71

MA Average: 43
Total Number of Accounts

6,375

MA Average: 3,727
Average Account Size

$300,528

MA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Peter Wolk Work History

Peter has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Wealthsource Partners, LLC

2020 - 2020 (< 1 year)

Securities America Advisors, Inc / Securities America, Inc

2020 - 2022 (2 years)

Kingswood Wealth Advisors, LLC / Kingswood Capital Partners, LLC

2014 - 2020 (6 years)

Ssn Advisory, Inc / Securities Service Network, LLC

2002 - 2014 (12 years)

Lpl Financial LLC

*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 Wolk 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 Wealthsource®

Sean Newsom
San Luis Obispo, CA
Andrew Dintaman
Mission Viejo, CA
Nicholas Rostykus
Tulsa, OK
Daniel Rohr
Arroyo Grande, CA
Stewart Bale
Grand Junction, CO
Carl Ermelbauer
Woodland Hills, CA
Mark Maguire
Highlands Ranch, CO
Christopher Shea
Old Greenwich, CT

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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