Douglas Peterson, financial advisor Logan UT

Douglas Peterson

CRD Number: 6530643
Current Firm: Adams Wealth Advisors

Douglas Peterson (CRD# 6530643) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 6 years of experience in the finance industry. Douglas Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Adams Wealth Advisors Logan, UT Aug 2020 - Current 1
Morgan Stanley South Jordan, UT Jun 2020 - Aug 2020 < 1
Unemployed Salt Lake, UT Feb 2020 - Jun 2020 < 1
Kovack Advisors, Inc. Fort Lauderdale, FL Mar 2019 - Feb 2020 < 1
Kovack Securities, LLC Fort Lauderdale, FL Sep 2018 - Feb 2020 1
Fidelity Brokerage Services LLC Salt Lake City, UT Jul 2015 - Sep 2018 3
Old Dominion Freight Lines, Inc. Salt Lake City, UT Mar 2015 - Jun 2015 < 1
Old Dominion Freight Lines Inc. Spokane, WA Jun 2013 - Mar 2015 1
Old Dominion Freight Lines Inc. Salt Lake City, UT May 2012 - Jun 2013 1
Old Dominion Freight Lines Inc. Logan, UT May 2009 - May 2012 3
Utah State University Logan, UT Dec 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2015
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Douglas B. Peterson
Phone Number: (435)752-1702
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


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