Peters Financial

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

153 W I65 Service Rd N, Mobile, Alabama,...

Phone Number

(251) 342-4874

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Peters Financial

At Peters Financial, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets. Our mission is "to be indispensable in helping our clients make smart financial decisions through uncompromising integrity, trust and personalized service." With our association with Kestra Investment Services, LLC, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through Kestra Investment Services, LLC. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make.Explore more
Peters Financial's Social MediaPopular SearchesPeters Financial LLCFinancial Strategies LLCPeters FinancialPeters Financial IncPeters Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Peters Financial Org Chart

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YK
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peters Financial

<$5M
11-50
Private
-
2001
YK
Yvonne KellyClient Service Manager
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
11-50
Private
-
2001
JS
James SchmitzVice President and Partner
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
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Company Profile Activity

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Activity Insights

Peters Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peters Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peters Financial.

Peters Financial Tech Stack

A closer look at the technologies used by Peters Financial

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Frequently Asked Questions Regarding Peters Financial

What is Peters Financial's official website?
Peters Financial's official website is www.petersfinancial.us
What is Peters Financial's Revenue?
Peters Financial's revenue is <$5 Million
What is Peters Financial's SIC code?
Peters Financial's SIC: 62,628
What is Peters Financial's NAICS code?
Peters Financial's NAICS: 52,523
How many employees does Peters Financial have?
Peters Financial has 11-50 employees
What industry does Peters Financial belong to?
Peters Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Peters Financial competition?
Peters Financial top competitors include: JLB Wealth Management Group, Excelsus Capital Management, Heritage Wealth Management, Ivory Wealth Management
What technology does Peters Financial use?
Some of the popular technologies that Peters Financial uses are: Cloudflare Website Optimization, Proofpoint, Barracuda Networks, Wistia
How do I contact Peters Financial?
Peters Financial contact info: Phone number: (251) 342-4874 Website: www.petersfinancial.us
What does Peters Financial do?

At Peters Financial, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets. Our mission is "to be indispensable in helping our clients make smart financial decisions through uncompromising integri... ty, trust and personalized service." With our association with Kestra Investment Services, LLC, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through Kestra Investment Services, LLC. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make.Read More

What are Peters Financial social media links?
Peters Financial Linkedin page Peters Financial Facebook page
Is Peters Financial a public company?
Peters Financial is private company therefore does not currently have an official ticker symbol
See more information about Peters Financial

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