Margaret
Pigg

Peterson Wealth Services Inc

CRD#6479452
Investment Advisor
in Ogden, UT

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About this Advisor

Margaret Pigg is a financial advisor based in Ogden, Utah, working with Peterson Wealth Services Inc. Margaret has previously held positions at Raymond James Financial Services, Inc, Booze Allen Hamilton, Utah Divorce Planning LLC, Raymond James Financial Services Advisors Inc, Peterson Wealth Services, Inc, Great Harvest Bread Co, and Not Working. Margaret has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Margaret 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

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1523 East Skyline Drive Suite C
Ogden, UT 84405

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Peterson Wealth Services Inc Brokerage Details

Total Assets Under Management

$394,014,090

UT Average: $693,624,108
Total Number of Employees

7

UT Average: 12
Total Number of Accounts

391

UT Average: 1,115
Average Account Size

$1,007,709

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Margaret Pigg Work History

2024 - Present (0 year)

Utah Divorce Planning LLC

2024 - Present (0 year)

Peterson Wealth Services, Inc

2023 - Present (1 year)

Not Working

2019 - 2020 (1 year)

Raymond James Financial Services Advisors Inc

2016 - 2023 (7 years)

Utah Divorce Planning LLC

2015 - 2020 (5 years)

Raymond James Financial Services, Inc

2015 - 2015 (< 1 year)

Raymond James Financial Services, Inc

2015 - 2019 (4 years)

Raymond James Financial Services, Inc

2015 - 2023 (8 years)

Peterson Wealth Services, Inc

2014 - 2015 (1 year)

Great Harvest Bread Co

2012 - 2014 (2 years)

Booze Allen Hamilton

Disclosures

Please visit the SEC profile of Margaret Pigg 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

Cade Peterson
Ogden, UT
Margaret Pigg
Ogden, UT
Shaun Peterson
Ogden, UT
Billy Peterson
Ogden, UT

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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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.

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