Advisor at Peeples Wealth Management LLC
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Firm
Peeples Wealth Management LLC
Location
Hummelstown, PA
Credentials
Series 66
Industry experience
11 years
William Peeples is a financial advisor with Peeples Wealth Management LLC in Hummelstown, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at PNC Investments, Edward Jones, and JP Morgan Securities LLC. Peeples Wealth Management LLC provides ongoing portfolio management and investment advice to individuals, high-net-worth clients, and business entities. The firm manages predominantly non-discretionary accounts, utilizes a variety of analytical methods, and maintains a small client base with a focus on long-term trading and regular account reviews.
Based on Peeples Wealth Management LLC
1.49% annually
Hummelstown, PA
Pennsylvania
Peeples Wealth Management LLC
2021 - Present (5 years)
PNC Investments
2020 - 2021 (1 year)
Edward Jones
2018 - 2020 (2 years)
JP Morgan Securities LLC
2015 - 2018 (3 years)
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Lawyer
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Other specialized services
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