Bobby Peters

About Bobby Peters

As your Portfolio Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together as we seek to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. ACCESS TO LENDING SERVICES EQUITY Portfolio Analysis and Management LICENSES Series 7 - Registered Rep, Series 31 Managed Futures with LPL Financial LICENSE Series 66 - Investment Advisor held by Private Advisor Group and LPL Financial The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states:(AL, AR, CO, GA, IL, MS, NC, PA, SC, TN)

Experience

1. Financial Advisor at Trulytics Financial Corp

   Trulytics Financial Corp

   Jul 2017 — Present · Memphis, TN, US

   Securities offered through LPL Financial, Member FINRA | SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Private Advisor Group. Private Advisor Group and Trulytics Financial Corp. are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• The University of Chicago

  CIMA® - Executive Program

Skills

• Customer Service
• Access
• Finance
• Analysis
• Equities