Eric Petersen, financial advisor Bellingham WA

Eric Petersen

CRD Number: 6244785
Current Firm: Bellingham Capital

Eric Petersen (CRD# 6244785) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bellingham Capital Management Bellingham, WA Jun 2014 - Current 9
Various Insurance Carriers For W & R Insurance Agencies Anacortes, WA Dec 2013 - Jun 2014 < 1
Waddell & Reed, Inc. Lynnwood, WA Sep 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Eric G. Petersen
Phone Number: 360-685-4240
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $211,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, OR, TX, WA

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