Peter James is also a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 6, 66 & 63 securities registrations with LPL Financial. He is a Financial Advisor and Portfolio Administrator.
Born and raised here in Central Texas, Pete began his career in 2002 upon receiving his Bachelor's degree from the University of Texas at Austin. Inspired by his father's passion for helping folks achieve financial fortitude, it was instinctive for him to move home and join the family business. By 2012, Pete had earned his certificate in financial planning, also from the University of Texas.
Industry & Community Involvement:
- Financial Planning Association (FPA)
- Greater Killeen Chamber of Commerce
- Harker Heights Chamber of Commerce
- Central Texas-Fort Hood Association of the United States Army (AUSA)
- Scholarship Fund Raising
- Texas Exes
- Past City of Killeen Planning & Zoning Committee Commissioner
- Past Rotary Treasurer
- Soccer Coach
A faithful observer, Peter J. adds quite the complementary level of skill to the practice. He's market-savvy and principled; uniquely sincere, and a tireless learner. These traits have allowed Peter A. and Peter J. to develop quite a remarkable service offering for their clientele over the last two decades together.
Pete and his wife, Amber, are the proud parents of the first Beronio grandchild, Nicolas Aloysius Beronio, and darling Stella Kate. In addition to her full-time job as mom, Amber operates Alo & Kate and is considered one of the best hair stylists in the area.
When Pete is away from his desk, he enjoys coaching soccer, golfing (or trying to golf), boating with dad, live music, old and new vinyl, and can often be found at the piano or with his guitar in hand. He also enjoys watching and attending Texas Longhorn football games with good friends. Texas Fight!