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Peter Richard News

Quaker Wealth Management LLC

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About Peter Richard News

Peter Richard News is a financial advisor associated with Quaker Wealth Management LLC in Moorestown, New Jersey. Peter News has been in the industry since 2003. Peter News is registered to provide investment advice in New Jersey. Peter News is a Certified Financial Planner.

Firm Information

Peter News is currently registered with Quaker Wealth Management LLC. Quaker Wealth Management LLC is an independent wealth management firm based in Moorestown, New Jersey. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $326.3 million in assets and have a team of 6 investment adviser representatives and 2 licensed agents.
Quaker Wealth Management LLC

70 EAST MAIN STREET

MOORESTOWN, NJ 08057

$326.30M

Assets Under Management

Not reported

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Peter News’s Registration & Firm History

NJ

07/03/2018 - Present

Quaker Wealth Management LLC (Moorestown NJ)

NJ

05/20/2010 - 07/03/2018

SUMMIT BROKERAGE SERVICES, INC. (MOORESTOWN NJ)

NJ

01/07/2010 - 05/25/2010

LPL FINANCIAL CORPORATION (MOORESTOWN NJ)

NJ

03/13/2003 - 01/08/2010

AMERIPRISE FINANCIAL SERVICES, INC. (VOORHEES NJ)

MN

03/13/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Peter Richard News. Review regulatory record here.
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