Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter E. Robinson is a financial advisor with Dean Dorton Wealth Management, LLC. Peter is a registered representative and investment advisor representative with the firm. Peter has been in the financial services industry since 2020 and has experience in providing financial advice to individuals and businesses. Peter is licensed in Indiana, Kentucky, North Carolina and Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retainer services - financial 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.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
KY
01/09/2025 - Present
Dean Dorton Wealth Management, LLC (LEXINGTON KY)
OH
10/19/2020 - 07/07/2023
AVANTAX INVESTMENT SERVICES, INC. (Cincinnati OH)
BOTH
Issued 01/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Peter Robinson is the right advisor for you? Invested Better is here to help.
