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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Millard Manning has been in the financial industry since October 11, 2001. Peter is currently registered as a Registered Representative with LPL Financial LLC in MA and TX and is a Registered Investment Advisor in MA and TX. Peter has a total of 28 years of experience in the financial industry. Peter has worked with various firms, including Cambridge Investment Research, Inc., Commonwealth Financial Network and Ogilvie Security Advisors Corporation, and has been with LPL Financial LLC since October 2023. Peter has a Personal Financial Specialist designation. Peter is registered to provide financial advice and services to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and other investment advisors. Peter is licensed in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Maine, Massachusetts, Michigan, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Vermont, Virginia and Wisconsin.
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
MA
11/20/2023 - Present
LPL Financial LLC (BURLINGTON MA)
MA
09/30/2022 - 11/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Burlington MA)
MA
08/31/2011 - 10/03/2022
COMMONWEALTH FINANCIAL NETWORK (Burlington MA)
MA
10/12/2001 - 09/07/2011
OGILVIE SECURITY ADVISORS CORPORATION (BURLINGTON MA)
BC
Issued 11/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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