Ronald Petersen, financial advisor Campbell CA

Ronald Petersen

CRD Number: 1488844
Current Firm: Petersen And Hicks

Ronald Petersen (CRD# 1488844) is an Investment Advisor Representative working at Petersen And Hicks in Campbell, CA and has over 36 years of experience in the finance industry.

Similar Advisors
Fred Abajelo, financial advisor Campbell CA
Fred D. Abajelo
CRD# 1351279
Lpl Financial LLC
Similar Advisors
Richard Abarca, financial advisor Campbell CA
Richard Abarca
CRD# 6828753
Fidelity Personal And Workplace Advisors
Similar Advisors
Peter Abbey, financial advisor Campbell CA
Peter D. Abbey
CRD# 2183126
Lpl Financial LLC
Company Name Location Dates Years
First Allied Securities, Inc. San Diego, CA Sep 1997 - Current 26
Petersen & Associates Campbell, CA Dec 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
Contact Info for Ronald G. Petersen
Phone Number: 408-369-7390
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.