Joshua Peterson (CRD# 7421647) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidleity Investments | Durham, NC | Jul 2021 - Current | 2 |
| Ecu Student Services | Greenville, NC | Sep 2019 - May 2021 | 1 |
| East Carolina University | Greenville, NC | Aug 2019 - May 2021 | 1 |
| The Ups Store | Raleigh, NC | Jan 2018 - Jan 2020 | 2 |
| The Fresh Market | Greenville, NC | Sep 2019 - Dec 2019 | < 1 |
| Wake Technical Community College | Raleigh, NC | Aug 2017 - May 2019 | 1 |
| Cengage | Raleigh, NC | Jan 2019 - Feb 2019 | < 1 |
| Kohls | Brier Creek, NC | May 2016 - Nov 2017 | 1 |
| Southeast Raleigh Magnet High School | Raleigh, NC | Aug 2014 - May 2017 | 2 |
| Wendys | Knightdale, NC | Jun 2014 - Feb 2016 | 1 |
| East Wake High School | Wendell, NC | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- NC
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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