Jeffrey Peace, financial advisor Atlanta TX

Jeffrey Peace

CRD Number: 4752148
Current Firm: Lpl Financial LLC

Jeffrey Peace (CRD# 4752148) is an Investment Advisor Representative working at Lpl Financial LLC in Atlanta, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Atlanta, TX Dec 2012 - Current 11
Intrua Financial, LLC Atlanta, TX Oct 2021 - Dec 2023 2
Intrua Advisory Group Llc (dba: Cogent Advisory Group Llc) Atlanta, TX Jan 2014 - Nov 2021 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Jeffrey D. Peace
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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