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PE

Peter J. Eichler

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CRD#: 721033
PE

Professional summary


Peter James Eichler JR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Peter is a previously registered financial advisor and started their career in finance in 1980. Prior to being barred, Peter had worked at 9 firms, which includes BATEMAN EICHLER & CO. LLC, ALETHEIA SECURITIES INC., ALETHEIA RESEARCH AND MANAGEMENT INC, BENCH SECURITIES CORP., J.P. MORGAN SECURITIES LLC, CROWELL WEEDON & CO., PRUDENTIAL EQUITY GROUP LLC, BATEMAN EICHLER HILL RICHARDS INCORPORATED, E. F. HUTTON & COMPANY INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 19, 2000 - December 31, 2004

BATEMAN EICHLER & CO., LLC

BD
CRD#: 103480
SANTA MONICA, CA
Past

December 1, 1998 - February 25, 2013

ALETHEIA SECURITIES, INC.,

BD
CRD#: 44784
SANTA MONICA, CA
Past

October 20, 1998 - December 31, 2013

ALETHEIA RESEARCH AND MANAGEMENT INC

RIA
CRD#: 107877
SANTA MONICA, CA
Past

January 22, 1998 - April 6, 1999

BENCH SECURITIES CORP.

BD
CRD#: 15938
FORT LEE, NJ
Past

November 6, 1986 - December 19, 1997

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

October 23, 1985 - November 11, 1986

CROWELL, WEEDON & CO.

BD
CRD#: 193
Past

July 16, 1985 - November 26, 1985

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

January 5, 1982 - April 19, 1985

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

December 31, 1980 - January 14, 1982

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/12/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BE
BATEMAN EICHLER & CO., LLC
BATEMAN EICHLER & CO., LLC

CRD#: 103480 / SEC#: , 8-52178

BD
Terminated by SEC on 02/15/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/29/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALETHEIA RESEARCH AND MANAGEMENT, INC.HOLDING COMPANY
EICHLER, PETER JAMES JRPRESIDENT/CEO/DIRECTOR/GSP721033
BARNES, PATRICIA CAMPMUNICIPAL PRINCIPAL/SROP/CROP/GSP/CCO1207636
PEIKIN, ROGER BEVP/FINOP/CLO/DIRECTOR

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


BATEMAN EICHLER & CO., LLC

CRD#: 103480

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