2019 Surgent Outstanding 

Discussion Leader

Outstanding Discussion Leader Award is awarded to show appreciation for Surgent instructors who demonstrate exceptional knowledge of the course subjects and the ability to present that information. The criteria used to determine these awards comes directly from classroom participants. To be eligible, an instructor must: Teach at least 15 seminar days per year, demonstrate an overall average for Knowledge and Presentation skills of 4.5 or higher on a 5.0 scale.

 

*Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. 

David Peters

Founder, Owner, & Financial Advisor

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.

Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Education

The American College 

Bryn Mawr, PA

 

Ph.D. Financial Planning & Retirement Income - Current

 

M.S. Financial Services - 2014

Virginia Commonwealth University 

Richmond, VA

M.B.A. - 2011

Pittsburgh Theological Seminary 

Pittsburgh, PA

M.Div. Master of Divinity - 2006

Certifications

Certified Financial Planner (CFP)

Since December 2013

Certified Life Underwriter (CLU)

Since June 2013

Certified Financial Consultant (ChFC)

Since June 2013

Certified Property & Casualty Underwriter (CPCU)

Since May 2013

Activities & Associations
  • Board member at Leadership Metro Richmond

  • American Institute of Certified Public Accountants:

    • Young Member Leadership Committee (since 2016)​

    • Member Retirement Committee (since 2016)

Certified Global Management Accountant (CGMA)

Since July 2012

Certified Public Accountant (CPA)

Virginia, North Carolina, South Carolina

University of Illinois

Champaign, IL

M.S. Accounting - 2004

1657 W. Broad St. #5, Richmond, VA 23220*

NC CPA License #40350  | SC CPA License #9761

VA CPA License #34537  |  VA Firm #134355

Firm Licensed in Virginia

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity.

This site is published for residents of the United States only. 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. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

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.

Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial

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