Broker Check

James V. Peters, CLU, ChFC

(949) 631-3840

Extensive Provider Choices

Clients have access to the products and services of hundreds of companies

Mutual Fund Companies

  • Aberdeen Asset Management
  • ABN AMRO Funds
  • Accessor Capital Management Funds
  • Alger
  • AllianceBernstein2
  • Alps Distributors
  • Amana Mutual Funds
  • American Century Funds
  • American Funds
  • Aquila
  • Ariel Funds
  • Ave Maria Funds
  • AXA Rosenburg Funds
  • Baron Funds
  • Bisys Funds
  • BlackRock
  • Blue and White Funds
  • Bridgeway Funds
  • BTS Asset Allocation Funds
  • Burnham Investors Trust
  • Calamos
  • Calvert
  • Cambiar Funds
  • Capstone Funds
  • Catalyst Funds
  • Century Funds
  • Cohen & Steers
  • Columbia
  • Credit Suisse
  • Davis
  • Delaware Dreyfus Premier
  • Deutsche Funds
  • Diamond Hill Funds
  • Dodge and Cox
  • Dreyfus Funds
  • Dunham Funds
  • DWS Investments
  • Eagle Asset Management
  • Eaton Vance
  • Eaton Vance Offshore Funds
  • Emerald Mutual Funds
  • Enterprise Funds
  • Evergreen
  • Fairholme Funds
  • Federated
  • Fidelity Advisor
  • First American Funds
  • First Eagle
  • First Investors Funds
  • Flex Funds
  • FPA
  • Franklin Templeton
  • Frontier Funds
  • Gabelli
  • GAM Funds
  • Gartmore Funds
  • GE Funds
  • Goldman Sachs
  • Harbor Funds
  • Hartford Funds
  • Heartland Funds
  • Highland Capital
  • Highmark Funds
  • Homestead Funds
  • Hotchkis & Wiley
  • Hussman Investments
  • ICON Funds
  • ING Janus Adviser
  • Intrepid Capital Funds
  • INVESCO Funds
  • Ivy Funds
  • IXIS Advisor Funds
  • James Funds
  • Janus Funds
  • Jennison Dryden Funds
  • John Hancock
  • JPMorgan
  • Julius Baer Funds
  • Kelmoore Strategic Trust
  • Kensington Funds
  • Kinetics Funds Distributors, Inc.
  • Kopp Funds
  • Laudus Funds
  • Leader Funds
  • Legg Mason
  • Leuthold Funds
  • Lord Abbett
  • Mainstay
  • Managers Funds
  • Matrix Capital Group, Inc
  • Matthews Fund
  • Merger Funds
  • MFS
  • Munder
  • Nations Funds
  • Neuberger Berman
  • New Alternative Funds
  • North American Funds
  • North Track Funds
  • Northern Lights Distributors, LLC
  • Northstar Financial
  • Nuveen
  • Old Mutual Advisor Funds
  • Olstein Funds
  • One Group Funds
  • Oppenheimer
  • Oppenheimer Offshore Funds
  • Orbitex Funds
  • Pacific Funds
  • Parnassus Funds
  • Perritt Funds
  • Phoenix Pioneer
  • PIMCO/Allianz Funds
  • Pioneer Funds
  • Portfolio Strategies Fund
  • Power Income Funds
  • Principal Group
  • ProFunds
  • Prudential
  • Putnam
  • Quaker Funds
  • Quantitive Group of Funds
  • Ridgeworth Fund
  • Rivernorth Funds
  • RiverSource Funds
  • Royce Funds
  • RS Investments
  • Russell Investments
  • Rydex
  • Selected Funds
  • Sentinel
  • Sierra Core Funds
  • Skandia Global Funds
  • SM&R Funds
  • State Street Research Funds
  • Steelpath Funds
  • Strong Funds
  • SunAmerica Funds
  • Thornburg
  • Timothy Plan
  • Touchstone Funds
  • Transamerica IDEX Funds
  • Tweedy, Browne Company LLC
  • Value Line Funds
  • Van Eck
  • Van Wagoner Funds
  • Vanguard Funds
  • Waddell & Reed Funds
  • Weitz Funds
  • Wells Fargo Advantage
  • Wells Real Estate Funds
  • WM Group of Funds


Third Party Managers

  • Absolute Capital
  • Brinker Capital
  • Curian Capital, LLC
  • Dunham & Associates
  • Dunn Warren Inv. Advisors
  • Envestnet
  • Eqis Capital Mgt
  • FTJ Fundchoice, LLC
  • Genworth Wealth Mgt
  • Hanlon Investments
  • Lockwood Financial Srv
  • Meeder Advisory Services
  • Ocean Park Asst Mgt
  • Partnervest Financial Group
  • Potomac Fund Mgt
  • PTS Asset Mgt
  • SEI Investments
  • Sowell Management
  • Symmetry Partners LLC
  • The Institute for Wealth Mgt
  • The Pacific Financial Group
  • Watts Gwilliam & Co.
  • Weatherstone Capital Mgt


Insurance Companies

  • AIG/American General
  • AIG/Sun American Life Insurance Company
  • AIG/United States Life Insurance of New York
  • Allianz
  • American Mayflower
  • American National
  • AXA Equitable Life Insurance Company
  • Aviva
  • Banner Life Insurance Company
  • Chase Life and Annuity
  • Columbus Life
  • Empire General
  • Fidelity & Guaranty Life
  • First Colony
  • General American Life
  • Genworth Life and Annuity Company
  • Genworth Life and Annuity Insurance Company
  • Genworth Life Insurance Company
  • Hartford
  • ING Life and Annuity
  • ING Retirement Services
  • ING USA
  • ING/ReliaStar
  • ING/ReliaStar of New York
  • Integrity Life
  • Jackson National
  • Jefferson Pilot Financial
  • John Hancock, USA
  • Liberty Life
  • Lincoln Benefit Life
  • Lincoln Life/Jefferson Pilot
  • Mass Mutual
  • Metropolitan Life/MetLife Investors
  • Midland National
  • National Integrity
  • Nationwide Life Insurance Company
  • New York Life
  • North American Company for Life and Health Insurance
  • Pacific Life
  • Penn Mutual
  • Phoenix Life Insurance Company
  • Principal Life Insurance Company
  • Prudential/American Skandia
  • RBC Insurance
  • Security Mutual Life Insurance Company
  • Sun Life Assurance Company of Canada
  • Symetra Financial
  • TransAmerica
  • Union Central
  • United of Omaha
  • West Coast Life
  • Western Reserve
  • William Penn Life Insurance