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Peter M Ta

Investment Adviser Representative at TTP INVESTMENTS, INC.

SAN JOSE, CACRD #7815638Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
4 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 4 states
CaliforniaIllinoisNew HampshireTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/14/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Growth Portfolio Assets0.90%
Balanced Portfolio Assets0.90%
Conservative Portfolio Assets0.50%
Source

TTP Investments, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter M Ta has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Peter M Ta - Financial Advisor in SAN JOSE, CA | AdvisorFinder