Peter Vang
Investment adviser representative at LPL Financial LLC
3 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 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
3 years in the industry.
- LPL Financial LLCJan 2018 to now
- Integrated Financial Partners (integrated Wealth Concepts LLC)Apr 2019 to May 2019
- Independent Financial PartnersJan 2018 to Apr 2019
- Bank of America, N.A.Mar 2017 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6673956
- Firm CRD
- 6413