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James P

Series 63, Series 65

Birmingham, MI

RPG Family Wealth Advisory, LLC

James Peters Jr. is a financial advisor at RPG Family Wealth Advisory, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RPg Family Wealth Advisory and its affiliate Risk Paradigm Group since 2016. He also spent 13 years at Tactical Allocation Group, where he continues to perform limited administrative duties. RPg Family Wealth Advisory provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individual investors, and institutions. The firm’s investment process uses proprietary quantitative and qualitative research with risk controls and a tactical, global asset-allocation approach implemented primarily through separately managed accounts and model platforms.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
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