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Peter James Gialames

LPL Financial LLC

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About Peter James Gialames

Peter Gialames is a financial advisor with over 40 years of experience in the industry. Peter has a wide range of experience in the financial services industry, having held positions at several firms including New England Securities, Hefren-Tillotson, Inc., Miller Holmes Company, Inc., Raymond James Financial Services, Inc., The Investment Center, Inc., and Cambridge Investment Research, Inc. Peter is currently registered with LPL Financial LLC, and is active in both broker-dealer and investment advisor capacities. Peter has a strong commitment to providing personalized financial advice to his clients and is dedicated to helping them achieve their financial goals.

Firm Information

Peter Gialames is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Gialames’s Registration & Firm History

PA

01/29/2024 - Present

LPL Financial LLC (PITTSBURGH PA)

PA

07/23/2014 - 01/26/2024

CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSBURGH PA)

PA

07/08/2004 - 07/25/2014

THE INVESTMENT CENTER, INC. (PITTSBURGH PA)

FL

02/15/1990 - 09/25/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

04/21/1983 - 02/05/1990

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

05/15/1980 - 04/15/1983

HEFREN-TILLOTSON, INC.

NA

04/25/1973 - 05/30/1980

MILLER HOLMES COMPANY, INC.

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Licenses & Designations

IA

Issued 11/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/07/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1977

PC - AMEX Put and Call Exam

BC

Issued 04/16/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Peter James Gialames. Review regulatory record here.
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