Keley PetersenCRD Number: 1738238
Current Firm: Willow Grove Advisors, LLC
Compensation Model: Fee Only
Keley Petersen (CRD# 1738238) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 29 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Willow Grove Advisors, LLC||Berkeley, CA||Nov 2009 - Current||11|
|Bay Willow Advisers, LLC||San Diego, CA||Dec 2008 - Oct 2009||< 1|
|Zions Bancorp. - Contango Capital Advisors, Inc.||Berkeley, CA||Oct 2005 - Dec 2008||3|
|Hewing Financial||Foster City, CA||Jun 2004 - Oct 2005||1|
|Deloitte & Touche||San Jose, CA||Sep 1999 - May 2004||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management114MILLIONS
Total Number of Accounts320ACCOUNTS
Average Account Value$356,822
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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