Dwight
Peterson
Advantage Wealth Advisors
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About this Advisor
Dwight Peterson is a financial advisor based in Alamo, California, working with Advantage Wealth Advisors. Dwight has previously held positions at National Planning Corporation, Lpl Financial, LLC, and Advantage Wealth Advisors. Dwight has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Dwight is part of Advantage Wealth Advisors, which operates out of Alamo, California. The firm has 3 offices and 6 employees. The firm manages assets totaling $136.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Advantage Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advantage Wealth Advisors Brokerage Details
$136,450,000
6
215
$634,651
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dwight Peterson Work History
Advantage Wealth Advisors
Lpl Financial, LLC
National Planning Corporation
Disclosures
Please visit the SEC profile of Dwight Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advantage Wealth Advisors
Alamo, CA
Alamo, CA
Alamo, CA
Corrales, NM
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