William PetersonCRD Number: 1906276
Current Firm: Leuthold Weeden Capital Management
William Peterson (CRD# 1906276) is an Investment Advisor Representative working at Leuthold Weeden Capital Management in Minneapolis, MN and has over 12 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Rafferty Capital Markets||Garden City, NY||Jun 2007 - Current||10|
|Leuthold Weeden Capital Management||Minneapolis, MN||Jun 2007 - Current||10|
|Genworth Financial Securities Corporation||Schaumburg, IL||Oct 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2005|
Total Assets Under Management1,778MILLIONS
Total Number of Accounts101ACCOUNTS
Average Account Value$17,603,503
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, FL, LA, MN, NV, TX
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