Peter Barron

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 07/2017
  Summit Brokerage Services Inc
  Smithville, NJ
• 08/2017 → 03/2021
  H. Beck, Inc.
  Bethesda, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Mays Landing, NJ

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Mays Landing, NJ
  Rockville, MD
  Rockville, MD
• 2017-08-21 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Mays Landing, NJ
  Rockville, MD
• 2008-01-23 → 2017-07-18
  Summit Financial Group Inc
  Galloway, NJ
• 2004-10-20 → 2005-06-17
  Banc Of America Investment Services, Inc.
  Cape May, NJ
• 2003-10-08 → 2004-10-20
  Quick & Reilly, Inc.
  Point Pleasant, NJ
• 2002-11-15 → 2003-10-06
  Ameriprise Financial Services, Llc
  Voorhees, NJ

Other Businesses

1 - 05/2025 - Rental Property - Real Estate Rental - Inv Related - 1 Hour/Month - Mays Landing, NJ - OBA Start Date: 11/29/2007. 2 - 05/2025 - Four Seasons Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2002-10-24

Other Names

• Peter Barron