Peter Fokas
Advisor at AFC Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AFC Wealth Advisors
Location
Boonton, NJ
Credentials
Series 63, Series 65
Industry experience
1 year
About
Peter Fokas is the principal advisor at AFC Wealth Advisors in Boonton, NJ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with AFC Wealth Advisors since 2015 and also operates Fokas Vision Corporation, a dispensing optician business. AFC Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by referring prospective clients to unaffiliated, registered money managers. The firm acts solely as a referral intermediary and does not provide direct portfolio management or hold client assets.
Location
Boonton, NJ
Most active in
Peter F has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
AFC Wealth Advisors
2015 - Present (11 years)
Fokas Vision Corporation
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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