Peter Christopher Duggan

Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 11/2023 → 12/2025
  Trg Advisors, Inc
  Lakewood Ranch, FL
• 07/2020 → 09/2023
  Prime Technical Services
  Atlanta, GA
• 05/2018 → 06/2020
  Insight Global
  Atlanta, GA
• 06/2017 → 04/2018
  Vonage
  Atlanta, GA
• 07/2017 → 10/2017
  Whiskey Brd
  Atlanta, GA
• 04/2014 → 06/2017
  The Jake
  Buffalo, NY
• 09/2023 → 10/2023
  Unemployed
  Atlanta, GA
• 11/2023 → 12/2025
  Trg Financial Advisors, Inc.
  Lakewood Ranch, FL
• 07/2025 → Present
  Intellicents Investment Solutions, Inc.
  Albert Lea, MN

Previous Registrations

• 2024-05-20 → 2026-03-11
  Trg Advisors, Inc.
  Brookhaven, GA
  Lakewood Ranch, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-05-07