William E. Peeples
Professional summary
William Edward Peeples, who also goes by Bill Peeples, Billy Peeples, Will E Peeples, William Peeples, William E Peeples, is a registered financial advisor currently at PEEPLES WEALTH MANAGEMENT LLC located in Hummelstown, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Edward Peeples's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 18, 2022 - Present
PEEPLES WEALTH MANAGEMENT LLC
June 19, 2020 - February 2, 2022
PNC WEALTH MANAGEMENT LLC
June 19, 2020 - February 2, 2022
PNC WEALTH MANAGEMENT LLC
December 17, 2018 - June 9, 2020
EDWARD JONES
August 21, 2018 - June 9, 2020
EDWARD JONES
March 2, 2015 - August 14, 2018
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/18/2022)
Exams
Series 7TO
Date: 10/31/2018
General Securities Representative ExaminationCurrent Firm
PEEPLES WEALTH MANAGEMENT LLC
CRD#: 317917 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 7,767,200 |
Red Flags
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