Eric
Petersen
Bellingham Capital
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About this Advisor
Eric Petersen is a financial advisor who works in Bellingham, Washington, with a total of 9 years of relevant experience. Petersen works at Bellingham Capital. During their career, Petersen has held roles at Us Navy, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies and Bellingham Capital Management. Petersen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California, Texas and Washington. Bellingham Capital is a business based in Bellingham, WA. The company has offices in two locations and just four employees. It administers $109 million in assets under management across its 565 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 565 accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees usually are based on which services are provided. Fee types charged by Bellingham Capital may include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bellingham Capital Brokerage Details
$109,216,074
4
565
$193,303
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Eric Petersen Work History
Eric has been registered as a financial advisor for 9 years.*
Bellingham Capital Management
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Us Navy
*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 Eric Petersen 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 Bellingham Capital
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
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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