Peter
Burnham
Dfpg Investments, LLC
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About this Advisor
Peter Burnham is a certified financial planner working in Sandy, Utah with 1 year of industry experience. Burnham is an advisor for Dfpg Investments, LLC. Throughout their career, they have worked at Charles Schwab Inc & Co, Charles Schwab Bank, Surevest Wealth Management, Surevest, LLC and Dfpg Investment, LLC. Burnham holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Dfpg Investments, LLC is a registered investment company operating out of Sandy, UT. The company has offices in 23 locations and a total of 156 employees. It oversees $2 billion in assets among its 10,642 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 10,642 customer accounts, 29% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually are based on the type of financial services. Fee types billed by Dfpg Investments, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dfpg Investments, LLC Brokerage Details
$2,009,732,330
156
10,642
$188,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Peter Burnham Work History
Peter has been registered as a financial advisor for 1 years.*
Dfpg Investment, LLC
Surevest, LLC
Surevest Wealth Management
Charles Schwab Inc & Co
Charles Schwab 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 Peter Burnham 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 Dfpg Investments, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Santa Rosa, CA
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.
