Larry
Peterson
Amicus Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Larry Peterson is a certified financial planner based in Lehi, Utah, with 15 years of relevant experience. Peterson is an employee of Amicus Financial Advisors, LLC. During their career, Peterson has held roles at Amicus Financial Advisors, LLC, Amicus Settlement Planners, Peterson Famly Chocolates and Lhp Capital Holdings, LLC. Peterson holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in New Mexico, Texas and Utah. Amicus Financial Advisors, LLC is a firm operating out of Lubbock, TX. The firm has offices in nine locations and a total of 18 employees. It has $354 million in assets under management between its 1,258 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 1,258 customer accounts, 16% are held by high-net-worth investors who have at least $1 million in assets. Amicus Financial Advisors, LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on which services the firm provides the client. Fee types billed by Amicus Financial Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Amicus Financial Advisors, LLC Brokerage Details
$353,837,936
18
1,258
$281,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Larry Peterson Work History
Larry has been registered as a financial advisor for 15 years.*
Amicus Settlement Planners
Lhp Capital Holdings, LLC
Amicus Financial Advisors, LLC
Peterson Famly Chocolates
*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 Larry 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 Amicus Financial Advisors, LLC
Midland, TX
Lubbock, TX
Lubbock, TX
Lubbock, TX
Bryan, TX
Lubbock, TX
Pearland, TX
Lubbock, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
