Peter Joseph Buchanan
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab BankSep 2024 to now
- Charles Schwab and Co., Inc.Oct 2022 to now
- TD AmeritradeJan 2022 to Dec 2022
- Red LobsterFeb 2021 to Oct 2022
- Edward D. Jones Investment CompanyMay 2019 to Jan 2021
- Edward D. Jones Investment CompanyDec 2016 to Apr 2019
- Red LobsterMar 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6728082
- Firm CRD
- 5393