Carl Petersen (CRD# 5398848) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Prescott, AZ and has over 16 years of experience in the finance industry.
CRD# 4348493
Commonwealth Financial Network
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carl F. Petersen, Inc. | Prescott, AZ | Aug 2008 - Current | 15 |
| School | Phoenix, AZ | Jun 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- AZ
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts134ACCOUNTS
-
Average Account Value$321,269
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ
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