John Peterson, financial advisor Irvine CA
89 score

John Peterson

CRD Number: 6282053
Current Firm: Principal Securities, Inc.

John Peterson (CRD# 6282053) is an Investment Advisor Representative working at Principal Securities, Inc. in Irvine, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Securities Irvine, CA Jun 2016 - Current < 1
Principal Life Insurance Irvine, CA May 2016 - Current < 1
Axa Advisors, LLC New York, NY Feb 2014 - Jun 2016 2
9 Points Realty Irvine, CA Nov 2013 - Feb 2014 < 1
Coldwell Banker Irvine, CA Jun 2012 - Dec 2013 1
Unemployed Irvine, CA Jan 2012 - Jun 2012 < 1
Md Webb & Assoc Newport Beach, CA Aug 2008 - Jan 2012 3
Reo World Newport Beach, CA Mar 2007 - Aug 2008 1
Pebble Beach Co Pebble Beach, CA Jul 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for John C. Peterson
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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