Richard
Petso
Petso Financial Consultants LLC
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About this Advisor
Richard Petso is a financial advisor based in Boise, Idaho, working with Petso Financial Consultants LLC. Richard has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Petso Financial Consultants, Inc, and Mutual Securities, Inc. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Idaho. Currently, Richard is part of Petso Financial Consultants LLC, which operates out of Boise, Idaho. The firm has 7 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Petso Financial Consultants LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Petso Financial Consultants LLC Brokerage Details
$1,192,508,634
7
3,863
$308,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Petso Work History
Mutual Securities, Inc
Petso Financial Consultants, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Disclosures
Please visit the SEC profile of Richard Petso 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 Petso Financial Consultants LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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