Gregory Peterson, financial advisor Campbell CA
87 score

Gregory Peterson

CRD Number: 5305117
Current Firm: Pgr Solutions, LLC

Gregory Peterson (CRD# 5305117) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pgr Solutions, LLC Campbell, CA Mar 2007 - Current 10
Lallman, Feltman, Peterson & Co, P.a. Ketchum, ID Nov 1980 - Current 36

Gregory Peterson has no recent exams reported.
Contact Info for Gregory A. Peterson
Phone Number: (408) 871-1590
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    534
    MILLIONS
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $588,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, NE, NV, OR, TN, TX, VA, WA

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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