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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Peter Kisver

Peter Kisver

Peter Kisver, a financial fiduciary has been a Paladin Registry member since 2020. Peter is the owner of certifications and has over 24 years of experience. Peter provides financial services to clients in the Southern Pines, North Carolina area.

I. Snapshot

A. Registry Member
  • Since 2020
B. Years of Experience
  • 24
C. College Degrees
  • Did Not Provide
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    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.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 234A NW Broad St
    Southern Pines, North Carolina, 28387
C. Telephone
  • 910.420.0352

III. Internet

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Did Not Answer
D. Name of Broker/Dealer
  • Did Not Answer
E. Name(s) of Custodian(s)
  • Did Not Answer

V. Credentials

A. Years of Financial Experience
  • 24 Years
B. College, Degrees, Years
  • Did Not Provide
C. Current Certifications
  • None
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 2726187
  • IARD: None
  • Insurance: 0741293
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    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.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Asset-Based Fee
  • Hourly Fee
F. Methods of Communication
  • Skype/Video-Voice
  • At my office
  • Face-to-Face Meetings
  • At your office
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Did Not Answer
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Peter Kisver
Most Recent Update:
  • Jul 29, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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