Jimmy Peters

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Market timing
• Seminars and workshops

Experience

21 years in the industry.

1. Cambridge Investment Research Advisors, Inc.Nov 2024 to now
2. Cambridge Investment Research, Inc.Nov 2024 to now
3. Kelly and Peters Tax, Accounting, and Advisory Services LLCAug 2022 to now
4. Lindenhurst Financial Services LLCAug 2022 to now
5. Nft and Crypto Tax, Accounting, and Advisory Services LLCAug 2022 to now
6. Jk Peters Corp.May 2022 to now
7. Lindenhurst Cpa PllcOct 2021 to now
8. Lindenhurst Insurance Agency LLCSep 2021 to now
9. Peters Tfs LLCAug 2021 to now
10. Peters Tax Services LLCDec 2006 to now
11. Avantax Advisory ServicesSep 2022 to Oct 2024
12. Avantax Insurance Agency, LLCSep 2022 to Oct 2024
13. Avantax Investment Services Inc.Sep 2022 to Oct 2024
14. Avantax Insurance Agency And/or Avantax Insurance ServicesAug 2022 to Oct 2024
15. Entrepreneur Insurance Agency (eia)Aug 2022 to Aug 2022
16. Pfs Investments Inc.Jul 2021 to Sep 2022
17. Trinet Hr Iv, LLC Aka Flsv LLPJan 2007 to Nov 2021
18. Primerica Financial ServicesJul 2005 to Sep 2022

Exams passed

• Series 63 · Uniform Securities Agent State Law2021
• Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NY).

Cambridge Investment Research Advisors, Inc.

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

5140833

Firm CRD

134139