Advisor at Aldebaran Financial Inc
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
Aldebaran Financial Inc
Location
Kingsport, TN 37663
Credentials
Series 65
Industry experience
16 years
Peter Raber is a financial advisor at Aldebaran Financial Inc. with 16 years of industry experience. He holds a Series 65 designation and has been with Aldebaran Financial since 1995. Aldebaran Financial Inc. provides discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a strategic asset-allocation approach with global diversification, utilizing both passive and active mutual funds and ETFs, individual stocks, municipal bonds, and options, and offers additional services including limited-scope estate-planning legal support and simple tax return preparation.
Based on Aldebaran Financial Inc
Fixed fees for specific services are available and negotiable
0.75% annually
Hourly charges reported in SEC Form ADV Part 1 but no specific rates stated in brochure
Minimum fee: Fixed fees for specific services are available and negotiable
200 Colonial Heights Road
Kingsport, TN 37663
Florida · Tennessee · Virginia
Aldebaran Financial Inc.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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