James Peterson (CRD# 6560840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bellefonte, PA and has over 8 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2016 - Current | 8 |
| Thrivent Investment Management Inc. | Bellefonte, PA | Nov 2015 - Current | 8 |
| Thrivent Financial | Appleton, WI | Feb 2016 - Apr 2016 | < 1 |
| Peterson Consulting Group, LLC | State College, PA | Aug 2014 - Apr 2016 | 1 |
| First Quality Enterprises | State College, PA | Sep 1995 - Aug 2014 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- PA
- TX
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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