Robert Peters

from Palogic Value Management, L.p.
SEC regulated
Regulated Investment Advisor
Robert Peters is a financial advisor based in Texas, Dallas, with 24 years of experience. Robert currently works for Palogic Value Management, L.p.. Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Peters works at Palogic Value Management, L.p.
Palogic Value Management, L.p. is a financial advisory firm based in Dallas, Texas. It currently has approximately $260,466,657 of assets under management and employs about 4 people. Palogic Value Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
5310 Harvest Hill Road, Suite 110, Dallas, Texas, 75230

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