PS
Peyton Story
PROPARTNERS WEALTH
Columbia, MO 65201
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CRD#: 7828307
PS
Professional summary
Peyton Story is a registered financial advisor currently at PROPARTNERS WEALTH located in Columbia, Missouri.
Peyton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Peyton has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peyton Story'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®
NoneExperience
Current
October 31, 2023 - Present
PROPARTNERS WEALTH
Office #1: 501 Fay St Suite 106, Columbia, MO 65201RIA
CRD#: 309875
Columbia, MO
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
Missouri(10/31/2023)
Current Firm
PW
PROPARTNERS WEALTH
PROPARTNERS WEALTH | PROPARTNERS WEALTH LLC
CRD#: 309875 / SEC#:
Missouri
Registered Investment Advisory firm - (8/27/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 Fay St Suite 106, Columbia, MO 65201
Mailing Address
Phone number
(573) 693-4233
Established
Firm type
Fiscal year end
# of Employees
18
Regulatory assets under management
| Total Number of Accounts | 777 |
| AUM (Assets Under Management) | $ 66,987,004 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
