Peter Millard Manning
Investment adviser representative at LPL Financial LLC
15 yearsExperience
3 statesRegistered in
PFSDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCOct 2023 to now
- Cambridge Investment Research Advisors, IncSep 2022 to Oct 2023
- Cambridge Investment Research, IncSep 2022 to Oct 2023
- Commonwealth Financial NetworkAug 2011 to Sep 2022
- Summit Financial Strategies, Inc.Aug 2011 to Sep 2022
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4438032
- Firm CRD
- 6413