Kim Petersen (CRD# 2766276) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has over 23 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Checchi Capital Advisers, LLC | Beverly Hills, CA | Jun 2023 - Current | < 1 |
| Self-employed - Consultant | Houston, TX | Jun 2022 - Jun 2023 | 1 |
| Work America Capital/varsity Hype | Houston, TX | Jun 2021 - Jun 2022 | 1 |
| Homemaker/volunteer | Houston, TX | Apr 2010 - Jun 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management1,899MILLIONS
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Total Number of Accounts1,012ACCOUNTS
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Average Account Value$1,876,302
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NE, NY, TX
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