Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Crowell is a financial advisor with LPL Financial LLC. Peter Crowell is registered to provide investment advice in Florida. Peter Crowell has been in the financial industry since 1982. Peter Crowell has experience with Cantella & Co., Inc., Walnut Street Securities, Inc., IFG Network Securities, Inc., Investors Asset Management, Inc., Shearson Lehman Hutton Inc., The Robinson-Humphrey Company Inc. and Investment Management & Research, Inc. Peter Crowell holds the Series 3, 7, 24, 53 and 63 licenses. Peter Crowell specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
03/27/1992 - 01/19/2010
CANTELLA & CO., INC. (TALLAHASSEE FL)
CA
03/15/1991 - 04/20/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
10/26/1990 - 03/18/1991
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
02/08/1989 - 11/13/1990
INVESTORS ASSET MANAGEMENT, INC.
NA
03/16/1987 - 02/16/1989
SHEARSON LEHMAN HUTTON INC.
NA
07/11/1983 - 03/20/1987
THE ROBINSON-HUMPHREY COMPANY INC.
NA
06/28/1982 - 01/25/1983
INVESTMENT MANAGEMENT & RESEARCH, INC
BC
Issued 08/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 05/05/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/1983
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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