PBZ CPA is a full-service accounting firm serving clients throughout the Twin Cities Metro Area, with our office located in Golden Valley, Minnesota. David has 3 jobs listed on their profile. Instructor: David Peters, CPA, CFP, CLU, CPCU, MST, MBA. He has over 14 years of experience in financial services, Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial, © 2019 by Peters Financial Group. David Peters, CPA, CFP, CLU, CPCU, MST, MBA. Join host David R. Peters, CPA, MST, for another installment of “Accountable,” the podcast for CFOs, by CFOs. He is a dedicated accountant who focuses his practice on a personal connection to clients and his strong desire to help small and medium-sized businesses succeed and prosper. 952-831-2707  |  1-800-331-4288 Join host David R. Peters, CPA, MST, on this installment of “Accountable,” the podcast for CFOs, by CFOs. David talks with Toni Berbrick, CPA, about cybersecurity. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. Carroll Financial and Cetera are not affiliated. David Peters, CPA, CFP, CPCU, MST, MBA American Institute of Certified Public Accountants. Peters Professional Education, LLC Founder and Owner david@davidpetersfinancial.com (804) 332-1373 David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting PC, a financial advisor for Peters Financial, LLC, and an outside representative for Carroll Financial Associates. People and Organization Leader, Tax Transformation Leader, ... (CPA) Services. 16/12/2020 The Tasmanian Division of CPA Australia and Tasmanian Divisional Council acknowledge the sad passing of David, a Fellow of CPA Australia and widely respected member of 41 years. Instructor: David Peters, CPA, CFP, CLU, CPCU, MST, MBA. PETERS OAM, David. Carroll Financial and Cetera are under separate ownership from any other named entity. Mark C. Peters is the senior partner at Peters & Associates, CPAs, P.C. since September of 1985. David Peters, CPA, CFP, CLU, CPCU, MST, MBA. The “Accountable” Podcast: “Where your business is our business.” David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. He is a dedicated accountant who focuses his practice on a personal connection to clients and his strong desire to help small and medium-sized businesses succeed and prosper. Maybe you’re convinced that accounting and investments are only for people with corner offices and seven-figure salaries. Ph: 952-831-2707     Fax: 952-831-7875 David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. View David L. Peters, CPA’S profile on LinkedIn, the world's largest professional community. We offer a wide range of financial services to help you reach your goals—all customized to your specific needs. See reviews, photos, directions, phone numbers and more for H Peters David Cpa locations in Middletown, MD. David Peters, CPA, CFP, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, as well as a financial advisor for Peters Financial, LLC. He has over 14 years of experience in financial services, including 3 years in the hedge fund industry David Peters, licensed as a CPA in Virginia, North Carolina, and South Carolina, is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. David Peters, CFP, CLU, CPCU, MST, CPA. Our firm is dedicated to providing our clients with professional, personalized services and guidance in a wide range of tax, accounting, and business needs. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, ... including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. Join Facebook to connect with David Peters and others you may know. Welcome to David H. Peters & Associates! Not all of the products and services referenced on this site may be available in every state and through every advisor listed. Tax Legal China Business Network French desk Japanese Business Network Current insolvency assignments. By David Peters, CPA In... October 15, 2018 • David Peters, Leadership, legacy, retirement, succession planning • Leave a Comment. David Peters, CPA, is the strategic relationship manager and financial advisor for Carroll Financial Inc., in Charlotte, N.C. We specialize in helping small businesses, entrepreneurs, and young families make informed choices today, budget for tomorrow, and save for the future. If you’d like to learn more about what we can do to help you achieve more with your money, just ask. Mr. David Randall Peters, CPA Peters Tax Preparation & Consulting. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. David Peters, the company’s founder, has over 14 years of experience in financial services and has taught courses in financial planning, taxation, risk management, data analytics, and business law for the AICPA, Kaplan Professional, Surgent, the Charlotte CPCU Society, the Virginia Society of CPA’s, and the SC Association of CPA’s. We recently updated our systems. VA CPA License #34537 | VA Firm #134355 (804) 332-1373. david@davidpetersfinancial.com. He is a national CPE Instructor and Discussion Leader for the AICPA, Kaplan, and Surgent, and was a recipient of … David Peters, licensed as a CPA in Virginia, North Carolina, and South Carolina, is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. He is also an adjunct professor in accounting, insurance and ethics, a doctoral student in financial planning and sits on both the SCACPA Editorial … Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. a practicing CPA. David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. View David Peters, CPA’S profile on LinkedIn, the world's largest professional community. David H Peters Cpa was founded in 2008. He is also an adjunct professor in accounting, insurance and ethics, a doctoral student in financial planning and sits on both the SCACPA Editorial … Dave Peters . We’d love to meet you! David R. Peters David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. David Peters was born and raised in the tax preparation profession, assisting his mother, Bonnie Peters, who helped build Quality Tax Services into a thriving tax preparation business in Bakersfield for over 35 years. Find 2 listings related to H Peters David Cpa in Middletown on YP.com. 1657 W. Broad St. #5, Richmond, VA 23220*, NC CPA License #40350  | SC CPA License #9761, VA CPA License #34537  |  VA Firm #134355. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. Peters Professional Education, LLC Founder and Owner david@davidpetersfinancial.com (804) 332-1373 David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. ... NC CPA License #40350 | SC CPA License #9761. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1650 West 82nd Street, Suite 600, Bloomington, MN 55431 Maybe you’ve never spoken to a financial professional before. David R Peters, CPA, CFP, CLU, CPCU david.peters.14@gmail.com. David Peters, CPA, is the strategic relationship manager and financial advisor for Carroll Financial Inc., in Charlotte, N.C. View David Peters’ professional profile on LinkedIn. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. David Peters is on Facebook. David has 3 jobs listed on their profile. Tax Legal China Business Network French desk Japanese Business Network Current insolvency assignments. In 2015, I began teaching the CPA ethics course in Virginia as well. Accounting advisory services Audit and assurance Consulting Deals Forensic services Risk assurance. VA CPA License #34537 | VA Firm #134355 Date listed: 23/12/2020. Mr. David Randall Peters, CPA Peters Tax Preparation & Consulting. David H Peters Cpa was founded in 2008. Founder & Owner, Peters Tax Preparation & Consulting ... as an adjunct faculty member, continuing education instructor, and moderator. 1657 W. Broad St. #5, Richmond, VA 23220* NC CPA License #40350 | SC CPA License #9761. PETERS OAM, David. David Peters, EA, MS, PhD. Through programs such as JA Finance Park, Junior Achievement is … He has over 14 years of experience in financial services, including 3 years in the hedge fund industry Proudly created with Wix.com, This site is published for residents of the United States only. Bloomington MN 55431 He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. David L. has 1 job listed on their profile. 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