R. PetersonCRD Number: 5435100
Current Firm: Bb&t Institutional Investment Advisers, Inc.
R. Peterson (CRD# 5435100) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 10 years of experience in the finance industry.
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eagle Strategies LLC
|Bb&t Trust Services||Raleigh, NC||Aug 2008 - Current||9|
|O'keefe Shaw & Company, Inc.||Buffalo, NY||Jul 2007 - Jul 2008||1|
|Canisius College||Buffalo, NY||Aug 2006 - Aug 2007||1|
|O'keefe Shaw & Company, Inc.||Buffalo, NY||Feb 2007 - Jul 2007||< 1|
|Erie County Public Works||Buffalo, NY||Jul 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management3,762MILLIONS
Total Number of Accounts258ACCOUNTS
Average Account Value$14,580,059
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, DC, DE, FL, GA, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV
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