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Andrew Peters

Lincoln Financial Distributors, Inc.

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About Andrew Peters

Andrew Peters is a financial professional with over 10 years of experience in the financial services industry. Andrew has held positions at several reputable firms, including OneAmerica Securities, Inc., EQIS Securities, LLC, Allianz Life Financial Services, LLC, CUSO Financial Services, L.P., LPL Financial LLC, and Thrivent Investment Management Inc. Andrew is currently registered with Lincoln Financial Distributors, Inc. and holds Series 6, 63, and 66 licenses.

Firm Information

Andrew Peters is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew Peters’s Registration & Firm History

PA

12/20/2023 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

IN

05/15/2019 - 01/02/2024

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

CA

10/24/2018 - 01/18/2019

EQIS SECURITIES, LLC (SAN RAFAEL CA)

MN

10/05/2016 - 01/02/2018

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

CA

03/07/2016 - 09/29/2016

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

MN

01/27/2014 - 03/04/2016

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

MN

01/03/2011 - 11/05/2012

LPL FINANCIAL LLC (ST PAUL MN)

WI

06/25/2009 - 10/22/2010

THRIVENT INVESTMENT MANAGEMENT INC. (HUDSON WI)

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Licenses & Designations

BC

Issued 07/07/2009

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Peters.
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