Peter Adams, CFP

Overview

Peter Adams is an insurance agent, a registered representative and an investment adviser representative based in Raleigh, NC, with 25 years in the industry.

Years in the industry

25

States licensed

1

States registered

2

Carrier appointments

1

Contact

3 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 2 states

• Producer
• Series 66
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Dai Securities, LLCCurrent firm
• Prosperity - an Eisneramper CompanyCurrent firm

Employment history since 2000

Carriers

1 active carrier appointment

Book and practice

Firm assets under management on file