Peter
Wyrough
Dmk Advisor Group, Inc
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About this Advisor
Peter Wyrough is a certified financial planner working out of Annapolis, Maryland with a total of 1 year of relevant experience. Wyrough is an employee of Dmk Advisor Group, Inc. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Concert Wealth Dba Value Wealth Services, Sowell Management Services, Institute For Wealth Advisors, Inc, Stephen A. Kohn & Associates, LTD / Dmk Advisor Group, The Institute For Wealth Management LLC and Valuewealth Services, LLC. Wyrough maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Dmk Advisor Group, Inc is an advisory firm that has its headquarters in Lutz, FL. The company has a total of 42 advisors. It oversees $62 million in assets under management among its 436 client accounts, placing it among the smaller firms in the United States by assets under management. Of its 436 accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically are based on which service is provided. However, fees charged by Dmk Advisor Group, Inc can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dmk Advisor Group, Inc Brokerage Details
$61,931,669
42
436
$142,045
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peter Wyrough Work History
Peter has been registered as a financial advisor for 1 years.*
Valuewealth Services, LLC
Stephen A. Kohn & Associates, LTD / Dmk Advisor Group
The Institute For Wealth Management LLC
Institute For Wealth Advisors, Inc
Sowell Management Services
Purshe Kaplan Sterling Investments
Concert Wealth Dba Value Wealth Services
*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 Wyrough 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 Dmk Advisor Group, Inc
Annapolis, MD
Englewood, CO
Lutz, FL
Denver, CO
Lutz, FL
Lutz, FL
Kearney, MO
Excelsior Springs, MO
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.
