Carlee Peters

Operations Support Associate at BuckinghamAdvisor - Clayton, MO, US

Carlee Peters's Colleagues at BuckinghamAdvisor
Kevin Qian

Business Intelligence Analyst

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Anne Ortwerth

Investment Analysis Associate

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Diane Yost

Client Relationship Specialist

Contact Diane Yost

Tim CFA

Institutional Advisor

Contact Tim CFA

Zach CFP

Associate Wealth Advisor

Contact Zach CFP

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Carlee Peters's Contact Details
HQ
314-725-0455
Location
Company
BuckinghamAdvisor
Carlee Peters's Company Details
BuckinghamAdvisor logo, BuckinghamAdvisor contact details

BuckinghamAdvisor

Clayton, MO, US • 250 - 499 Employees
Financial Services

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

investment management wealth management fixed income risk management advanced planning investor education institutional investing retirement plan management Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
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Frequently Asked Questions about Carlee Peters
Carlee Peters currently works for Buckingham Strategic Wealth.
Carlee Peters's role at Buckingham Strategic Wealth is Operations Support Associate.
Carlee Peters's email address is ***@buckinghamadvisor.com. To view Carlee Peters's full email address, please signup to ConnectPlex.
Carlee Peters works in the Investment Management industry.
Carlee Peters's colleagues at BuckinghamAdvisor are Kevin Qian, Anne Ortwerth, Nick CFA, Aaron Vickar, Diane Yost, Tim CFA, Zach CFP and others.
Carlee Peters's phone number is 314-725-0455
See more information about Carlee Peters