James
Peters
Risk Paradigm Group, LLC
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About this Advisor
James Peters is a financial advisor based in Birmingham, Michigan who has 7 years of relevant experience. Peters works at Risk Paradigm Group, LLC. During their career, the advisor has held roles at Tactical Allocation Group, LLC, Risk Paradigm Group, LLC and Rpg Family Wealth Advisory, LLC. Peters maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Risk Paradigm Group, LLC is a firm based out of Burlington, MA. The firm has a total of seven people on staff. It oversees $62 million in total assets between its 191 accounts, placing it among the smaller firms in the country by assets under management. The business offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually vary depending on which service is offered. Fees charged by Risk Paradigm Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Risk Paradigm Group, LLC Brokerage Details
$62,060,325
7
191
$324,923
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Peters Work History
James has been registered as a financial advisor for 7 years.*
Risk Paradigm Group, LLC
Rpg Family Wealth Advisory, LLC
Tactical Allocation Group, 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 James Peters 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 Risk Paradigm Group, LLC
Burlington, MA
Birmingham, MI
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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