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Peter Steven Moulton

Twin Rivers Wealth Management

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About Peter Steven Moulton

Peter Steven Moulton is a financial advisor registered with Twin Rivers Wealth Management. Peter Moulton is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Peter Moulton's experience includes working with individuals and high-net-worth individuals. Peter Moulton is also a licensed insurance agent. Peter Moulton has been a registered representative for over 9 years.

Firm Information

Peter Moulton is currently registered with Twin Rivers Wealth Management. Twin Rivers Wealth Management is an investment advisory firm located in Sacramento, California. The firm provides financial planning, pension consulting, and portfolio management for individuals and other investment advisers. They manage approximately $81 million in assets for 579 clients.

$81.00M

Assets Under Management

Not reported

Total Clients

4

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 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 Moulton’s Registration & Firm History

CA

11/11/2022 - Present

Twin Rivers Wealth Management (SACRAMENTO CA)

CA

03/17/2014 - 12/26/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (SACRAMENTO CA)

CA

09/09/2013 - 12/12/2013

SECURITIES AMERICA, INC. (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 09/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Steven Moulton.
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