Uril Peterson, financial advisor Johnson City TN
93 score

Uril Peterson

CRD Number: 4594983
Current Firm: Wells Fargo Advisors, LLC

Uril Peterson (CRD# 4594983) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Johnson City, TN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Johnson City, TN Oct 2012 - Current 4
Unemployed Johnson City, TN Jun 2011 - Sep 2012 1
Morgan Keegan & Company, Inc. Kingsport, TN Apr 2009 - Jun 2012 3
Regions Bank Kingsport, TN Apr 2009 - Jun 2011 2
Suntrust Investment Services, Inc. Johnson City, TN Apr 2006 - Mar 2009 2
Suntrust Bank Johnson City, TN Dec 1977 - Mar 2009 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Uril D. Peterson
Phone Number: 314-875-3000
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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