Peggy Jo Rouillier

Current Employers

Employment History

• 06/2016 → 02/2025
  Concourse Financial Group Securities Inc
  Nashville, TN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Nashville, TN
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-07-07 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Nashville, TN
  Birmingham, AL
  Nashville, TN
  Birmingham, AL
• 2003-03-27 → 2016-06-07
  Securities America Advisors, Inc.
  Nashville, TN

Other Businesses

PEGGY ROUILLIER; Investment Related; 237 Old Hickory Blvd, Suite 100, Nashville, TN 37221; Insurance; Owner; Start 01/1987; One hour per month with that one hour occurring during trading hours; Sales and service of insurance products including, but not limited to, Long-Term Care, Disability, Health and Residual Income. >> PEGGY J. ROUILLIER; Non-Investment Related; 237 Old HIckory Blvd., Suite 100, Nashville, TN 37221; Rental Property; Owner; Start Date 01/1998; One hour per month with no hours during trading hours; Maintain rental property. >> MISSION VALLEY PRODUCTION LLC; Non-Investment Related; 237 Old Hickory Blvd, Suite 100, Nashville, TN 37221; Film Production; Spouse; Start Date 02/2018; Two hours per month with no hours during trading hours; This is an LLC opened to receive funds from PBS. The film production is owned by Time and me. >> MISSION VALLEY MUSIC PUBLISHING; Non-Investment Related; 7242 Old Harding Pike, Nashville, TN 37221; Music Publishing; Spouse; Start Date 01/1987; Two hours per month with no hours during trading hours; Track music income, royalties, and expenses. >> NOTARY; Non-Investment Related; 7242 Old Harding Pike, Nashville, TN 37221; Notary Services; Notary Public; Start Date 06/2015; No hours per month; Notary approved in the state of Tennessee. A notary must sign and affix their seal to all documents which they certify. >> THE PEGGY J ROUILLIER LIVING TRUST U/A 10/24/1996; Non-Investment Related; Nashville, TN 37221; Other; Trustee; Start Date 10/1996; No hours per month; I am the trustee of my own living trust - Real estate deeded in trust. >> WEALTH MANAGEMENT GROUP; Investment Related; 237 Old Hickory Blvd, Suite 100, Nashville, TN 37221; Insurance & Investments; Investment Adviser; Start Date 06/2016; 160 hours per month with those 160 hours per month occurring during trading hours; Provide Financial Planning, Investment Planning, and overall financial advice.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-12-16

Designations