Jimmy
Peters
Avantax Advisory Services
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About this Advisor
Jimmy Peters is a financial advisor based in Lindenhurst, New York, working with Avantax Advisory Services. Jimmy has previously held positions at Pfs Investments Inc, Primerica Financial Services, Trinet Hr Iv, LLC Aka Flsv Llp, Lindenhurst Cpa Pllc, Lindenhurst Insurance Agency LLC, Kelly And Peters Tax, Accounting, And Advisory Services LLC, Peters Tfs LLC, Entrepreneur Insurance Agency (Eia), Avantax Investment Services Inc, Peters Tax Services LLC, Avantax Insurance Agency And/Or Avantax Insurance Services, Avantax Insurance Agency, LLC, Lindenhurst Financial Services LLC, Nft And Crypto Tax, Accounting, And Advisory Services LLC, Avantax Advisory Services, and Jk Peters Corp. Jimmy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Jimmy is part of Avantax Advisory Services, which operates out of Lindenhurst, New York. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
Jimmy Peters Work History
Kelly And Peters Tax, Accounting, And Advisory Services LLC
Avantax Investment Services Inc
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Insurance Agency, LLC
Lindenhurst Financial Services LLC
Nft And Crypto Tax, Accounting, And Advisory Services LLC
Avantax Advisory Services
Jk Peters Corp
Lindenhurst Insurance Agency LLC
Peters Tfs LLC
Lindenhurst Cpa Pllc
Peters Tax Services LLC
Entrepreneur Insurance Agency (Eia)
Pfs Investments Inc
Lindenhurst Cpa Pllc
Trinet Hr Iv, LLC Aka Flsv Llp
Primerica Financial Services
Disclosures
Please visit the SEC profile of Jimmy 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 Avantax Advisory Services
Danville, CA
Champlin, MN
Coppell, TX
Midland, TX
Coppell, TX
Coppell, TX
Makawao, HI
Lomita, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
