Billy
Peterson
Peterson Wealth Services Inc
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About this Advisor
Billy Peterson is a financial advisor based in Ogden, Utah, working with Peterson Wealth Services Inc. Billy has previously held positions 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, Peterson Wealth Services, Inc, and Peterson Real Estate Enterprises LLC. Billy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Utah. Currently, Billy is part of Peterson Wealth Services Inc, which operates out of Ogden, Utah. The firm has 1 office and 7 employees. The firm manages assets totaling $394.0 million and 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 Peterson Wealth Services Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peterson Wealth Services Inc Brokerage Details
$394,014,090
7
391
$1,007,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Billy Peterson Work History
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
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
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