Peyton Story (CRD# 7828307) is an Investment Advisor Representative working at Propartners Wealth in Columbia, MO and has 1 year of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Propartners Wealth | Columbia, MO | Oct 2023 - Current | < 1 |
Propartners Wealth | Columbia, MO | Sep 2022 - Oct 2023 | 1 |
Crowe | Chicago, IL | Jun 2022 - Aug 2022 | < 1 |
Student/unemployed | Columbia, MO | Aug 2021 - Jun 2022 | < 1 |
Jimmy John's | West Dundee, IL | Feb 2019 - Aug 2021 | 2 |
Student/unemployed | Algonquin, IL | Aug 2018 - Feb 2019 | < 1 |
Buddyz Pizza | Algonquin, IL | May 2018 - Aug 2018 | < 1 |
Student/unemployed | Algonquin, IL | Nov 2009 - May 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- MO
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$146,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MO
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