Deann
Peter

Lpl Financial LLC

CRD#1771978
Investment Advisor
in Columbia, MO

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About this Advisor

Deann Peter is a financial advisor who works in Columbia, Missouri with a total of 3 years of industry experience. Peter is an employee of Lpl Financial LLC. Throughout their career, Peter has worked at Cetera Investment Services LLC, Landmark Bank, Cetera Investment Advisers LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Tortuga Tercero LLC, Successor Trustee For Father'S Trust, Simmons Bank and Lpl Financial LLC. Peter has a Series 63 license, certifying them as a securities representative, and can advise clients in Missouri and Texas. Lpl Financial LLC is a financial advisory firm headquartered in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in assets between its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Lpl Financial LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

3 years

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

202 North Stadium Blvd
Columbia, MO 65203

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MO Average: $646,059,043
Total Number of Employees

31,366

MO Average: 13
Total Number of Accounts

1,688,501

MO Average: 661
Average Account Size

$217,956

MO Average: $977,396

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
  • Educational seminars/workshops
  • Other

Deann Peter Work History

Deann has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Simmons Bank

2020 - Present (4 years)

Lpl Financial LLC

2018 - Present (6 years)

Successor Trustee For Father'S Trust

2006 - Present (18 years)

Tortuga Tercero LLC

2015 - 2020 (5 years)

Raymond James Financial Services, Inc

2015 - 2020 (5 years)

Raymond James Financial Services Advisors Inc

2014 - 2015 (1 year)

Cetera Investment Advisers LLC

1997 - 2015 (18 years)

Cetera Investment Services LLC

1986 - 2020 (34 years)

Landmark Bank

*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 Deann Peter 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Michelle Paris
Croydon, NH
Tracy Marlin
Newport Beach, CA
John Neuenswander
Salt Lake City, UT
Gregory Horn
Lawrenceburg, IN
Rebecca Chiccino
Charlestown, MA
John Gehlhaart
Waukesha, WI
Joseph Sarbello
Sea Girt, NJ

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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