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 36 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
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