Billy
Peterson
Peterson Wealth Services Inc
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About this Advisor
Billy Peterson is a certified financial planner operating in Ogden, Utah who has 3 years of relevant experience. Peterson is an employee of Peterson Wealth Services Inc. The advisor has gained experience at Raymond James Financial Services, Wealth Services Company, Raymond James Financial Services Advisors, Inc, Stonehill Insurance Agency, Peterson Wealth Services- Divorce Planning Services, Morgan High School, Buck Way Ranch LLC, Peterson Wealth Services, Inc, Peterson Real Estate Enterprises LLC and Peterson Wealth Services. Peterson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Utah. Peterson Wealth Services Inc is a registered investment business that has its headquarters in Ogden, UT. The company has a total of six financial advisors. It handles $309 million in assets between its 364 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 364 accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually vary depending on the financial services. However, fees charged by Peterson Wealth Services Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peterson Wealth Services Inc Brokerage Details
$308,670,598
6
364
$847,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Billy Peterson Work History
Billy has been registered as a financial advisor for 3 years.*
Peterson Wealth Services, Inc
Peterson Wealth Services, Inc
Morgan High School
Buck Way Ranch LLC
Peterson Wealth Services- Divorce Planning Services
Wealth Services Company
Peterson Real Estate Enterprises LLC
Peterson Wealth Services
Stonehill Insurance Agency
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
*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 Billy 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 Peterson Wealth Services Inc
Ogden, UT
Ogden, UT
Ogden, UT
Ogden, UT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
