Erik
Peterson
Commonwealth Financial Network
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About this Advisor
Erik Peterson is a financial advisor based in Medford, Oregon, with 8 years of relevant experience. Peterson is an employee of Commonwealth Financial Network. During their career, the advisor has held roles at Lpl Financial, LLC, Premier West Bank and Commonwealth Financial Network. Peterson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. Commonwealth Financial Network is a financial advisory firm that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It controls $146 billion in total assets between its 585,629 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Commonwealth Financial Network has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which services are provided. Fee types billed by Commonwealth Financial Network may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Erik Peterson Work History
Erik has been registered as a financial advisor for 8 years.*
Commonwealth Financial Network
Lpl Financial, LLC
Premier West Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erik Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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