wiseradvisor

Peter Kisver
Kiaros Advisors, LLC

Tel: (910) 420-0352
234A NW Broad St
Southern Pines, NC 28387
Kiaros Advisors, LLC | Financial Advisor in Southern Pines ,NC

About Kiaros Advisors, LLC

Kiaros Advisors, LLC is an independent Registered Investment Advisor registered with the state of North Carolina. Advisors offer Retirement Planning, Investment Planning, & personalized Financial Planning services.


General Information

Firm Start Year:   2011
Insurance License#:   0741293
Name of Custodial Firm:   Pershing, LLC
States Licensed in:   NC, PA
Number of Years with Current Firm:   4
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses


Services

Investment Types:   Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, At your home, Via email, At your office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health, Annuity, Accident, Disability, Long Term Care


Firm Information

Assets Managed by Firm:   10,000,000
Advisor's Number of Clients:   115
Advisor's Number of Planning Clients:   50
Assets Managed by Advisor:   $9,500,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Hourly, Based on Assets
Minimum Fee Charged for Managed Accounts:   $0


Peter Kisver

Peter Kisver

Peter Kisver is an Investment Advisor Representative affiliated with an Independent RIA firm called Kiaros Advisors, LLC. Peter has 24 years of financial services experience with Investment Planning and Retirement Planning and will always do what's in the best interests of the client while working as a fiduciary for you.