John
Peterson
Advisor Resource Council
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About this Advisor
John Peterson is a financial advisor based in Coppell, Texas, working with Advisor Resource Council. John has previously held positions at Lpl Financial LLC and Advisor Resource Council (Dba: 360 Wealth Management). John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, John is part of Advisor Resource Council, which operates out of Coppell, Texas. The firm has 52 offices and 123 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Advisor Resource Council includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisor Resource Council Brokerage Details
$2,452,820,334
123
12,244
$200,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Peterson Work History
Advisor Resource Council (Dba: 360 Wealth Management)
Lpl Financial LLC
Disclosures
Please visit the SEC profile of John 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 Advisor Resource Council
Allen, TX
Dallas, TX
Mansfield, TX
Tyler, TX
Southlake, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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