Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Peters is an Investment Advisor Representative with AWM Capital, LLC. Robert is registered to provide investment advisory services in California and Texas. Robert has been in the industry for 2 years. Robert's firm, AWM Capital, LLC, is headquartered in Phoenix, Arizona and manages over $860 million in assets.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
07/15/2024 - Present
AWM Capital, LLC (Pasadena CA)
IA
Issued 07/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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