EP Wealth Advisors
47yrs
Top advisor by experience in Palatine
36yrs
Peter Jay VanHouten
Financial advisor at LPL Financial
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience in Illinois
OfficePalatine, IL
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Sep 2025 – nowLPL Financial LLCCurrent firm
- 2017 – 2025LPL Financial LLCPreviously
- Dec 2016 – Nov 2017Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- 2010 – 2016Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- Jun 2010 – Oct 2010Brewer Investment Advisors LLCPreviously
- Mar 2009 – Jun 2010Amcore Investment Services, Inc.Previously
- 2002 – 2007Lasalle Financial Services, Inc.Previously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call LPL Financial at 704-733-3300 and ask for Peter Jay VanHouten. Peter works from the Palatine, IL office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1990, about 36 years. Top 7% by experience in Illinois.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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