PETER CHARLES YERGER is an investment adviser representative (IAR) with state registration records since 2012, appearing at 9 firms. Currently registered with NORTHEAST PLANNING ASSOCIATES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| NORTHEAST PLANNING ASSOCIATES, INC. | 2025-07-11 | present | Yes |
| PEGASUS MANAGEMENT SERVICES L.L.C. | 2021-06-14 | 2021-09-03 | — |
| SOWELL FINANCIAL SERVICES, LLC | 2020-10-08 | 2021-06-29 | — |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 2018-09-12 | 2020-02-28 | — |
| EQUITABLE ADVISORS, LLC | 2017-08-31 | 2018-09-24 | — |
| PNC WEALTH MANAGEMENT | 2016-11-22 | 2017-08-23 | — |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | 2015-12-15 | 2016-10-27 | — |
| M HOLDINGS SECURITIES, INC. | 2013-06-11 | 2013-12-20 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2012-12-03 | 2013-05-31 | — |