Unclaimed
Peter Graves Blackwell is an investment advisor representative with LPL Financial LLC. Peter has been in the industry since September 22, 2000 and is licensed in 17 states. Peter has been registered with LPL Financial LLC since October 2017, before that Peter was registered with EDWARD JONES for 13 years. Peter has a strong background in financial planning, portfolio management, and consulting. Peter is committed to providing clients with personalized advice and services to help them achieve their financial goals.
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
WA
10/06/2017 - Present
LPL Financial LLC (SPOKANE WA)
WA
10/15/2004 - 09/26/2017
EDWARD JONES (SPOKANE WA)
NJ
09/15/2000 - 11/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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