Richard PetsoCRD Number: 865454
Current Firm: Petso Financial Consultants LLC
Richard Petso (CRD# 865454) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 37 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Mutual Securities, Inc.||Camarillo, CA||Jan 2016 - Current||1|
|Petso Financial Consultants, Inc.||Boise, ID||Nov 2015 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2008 - Dec 2015||7|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2007 - Dec 2015||8|
|Ubs Financial Services Inc.||Boise, ID||Aug 2006 - Oct 2007||1|
|Piper Jaffray Inc.||Boise, ID||Jan 1979 - Aug 2006||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1980|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management326MILLIONS
Total Number of Accounts1,271ACCOUNTS
Average Account Value$256,589
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.