David Petersen (CRD# 2807811) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bountiful, UT and has over 27 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vista Wealth, LLC | Bountiful, UT | Aug 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Salt Lake City, UT | Jan 2009 - Current | 15 |
| Deer Valley Resort | Park City, UT | Nov 2005 - Current | 18 |
| Raymond James Financial Services | Salt Lake City, UT | May 2005 - Current | 18 |
| Insurance-non Variable | Salt Lake City, UT | Jul 2011 - Sep 2019 | 8 |
| Allegis Advisor Group | Salt Lake City, UT | Oct 2015 - Jun 2019 | 3 |
| Dpd Advisors, Inc. | Salt Lake City, UT | Dec 2011 - Jun 2019 | 7 |
| Dishman & Petersen, Inc. | Salt Lake City, UT | Feb 2010 - Nov 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- TX
- UT
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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