Unclaimed
Peter Krull is an investment advisor representative with Prime Capital Financial based in Asheville, NC. Peter is active in North Carolina and Texas. Peter has been in the industry since 1999 and has experience with LPL Financial Corporation, BB&T Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter holds Series 7, 24 and 66 securities licenses. Peter also works with Earth Equity Advisors, LLC. Peter is an author writing about sustainable investing. Peter is a specialist in financial planning and portfolio management for individuals, businesses and pooled investment vehicles. Peter is also an advisor representative for Prime Capital Investment Advisors, LLC.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
NC
03/20/2024 - Present
Prime Capital Financial (Asheville NC)
GA
07/16/2004 - 03/29/2010
LPL FINANCIAL CORPORATION (DARIEN GA)
NC
05/15/2003 - 07/19/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
02/09/1999 - 04/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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