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PF

Peter D. Flemming

AFS WEALTH MANAGEMENT LLC
WATKINSVILLE, GA 30677
Some features on this profile are disabled
CRD#: 6710823
PF

Professional summary

Peter David Flemming, who also goes by Pete Flemming, is a registered financial advisor currently at AFS WEALTH MANAGEMENT LLC located in Watkinsville, Georgia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Peter has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pete Flemming

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter David Flemming's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 2, 2025 - Present

AFS WEALTH MANAGEMENT LLC

Office #1: 3651 Mars Hill Rd Suite 700, Watkinsville, GA 30677
RIA
CRD#: 335290
WATKINSVILLE, GA
Past

October 18, 2024 - May 6, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Loganville, GA
Past

August 31, 2024 - May 6, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Loganville, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(5/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/8/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/17/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/30/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/5/2024
Securities Industry Essentials Examination

Current Firm

AW
AFS WEALTH MANAGEMENT LLC
AFS WEALTH MANAGEMENT LLC

CRD#: 335290 / SEC#:

Georgia
Registered Investment Advisory firm - (3/19/2025 Approved)
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Contact information

Main Address
3651 Mars Hill Rd Suite 700, Watkinsville, GA 30677
Mailing Address
Phone number
(770) 554-8344
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AFS WEALTH MANAGEMENT LLC

CRD#: 335290Watkinsville, GA 30677

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