Andres Peterson
Investment adviser representative at 724 Capital, LLC
20 yearsExperience
1 stateRegistered in
$258.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- 724 Capital, LLCJan 2022 to now
- Independent Financial Group, LLCSep 2017 to now
- Cig Financial ServicesMay 2009 to now
- Childs Investment Group, Inc.Sep 2006 to now
- F3 Logic, LLCOct 2017 to Mar 2022
- National Planning CorporationApr 2009 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (OH).
724 Capital, LLC
$258.9MAssets managed
1,270Clients
13Advisers
4 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
- 4679168
- Firm CRD
- 318170