Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter David Nunley is a financial advisor with Independent Financial Partners. Peter Nunley has been in the financial industry since August 6, 2013. Peter Nunley is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed Investment Advisor Representative (IAR). Peter Nunley offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Peter Nunley is also a Chartered Financial Analyst (CFA). Peter Nunley has previously worked with LPL Financial LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
06/21/2021 - Present
Independent Financial Partners (TAMPA FL)
FL
05/27/2016 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
IA
Issued 05/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Nunley is the right advisor for you? Invested Better is here to help.
