Peter J. Fagan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Peter James Fagan, who also goes by Peter J Fagan, was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 1969. Peter had worked at 5 firms and has passed the Series 66, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 25, 2020 - June 12, 2023
CREATIVE FINANCIAL CONCEPTS,LLC
December 4, 2012 - December 31, 2019
CREATIVE FINANCIAL CONCEPTS,LLC
December 13, 1996 - October 17, 2008
AXCELUS FINANCIAL DISTRIBUTION COMPANY
November 20, 1995 - July 31, 1996
MHA FINANCIAL CORP
July 7, 1987 - January 24, 2000
BERKSHIRE EQUITY SALES, INC.
April 3, 1969 - June 26, 1987
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 3/27/1969
Registered Representative ExaminationCurrent Firm
CREATIVE FINANCIAL CONCEPTS,LLC
CRD#: 111844 / SEC#: 801-56765
Contact information
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 17,600,000 |
Red Flags
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