Peter Anderson (CRD# 6974078) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 4 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarity Capital Partners | Newport Beach, CA | Oct 2023 - Current | < 1 |
| Pathwise Group | Great Falls, MT | Jul 2021 - Current | 2 |
| Nylife Securities LLC | Billings, MT | Sep 2019 - Current | 4 |
| New York Life | Billings, MT | Jun 2018 - Jun 2021 | 3 |
| Pathwise,llc D/b/a Pathwise Partners | Great Falls, MT | Nov 2019 - May 2021 | 1 |
| Montana Valley Irrigation | Great Falls, MT | Apr 2015 - Jun 2018 | 3 |
| Mvi | Great Falls, MT | May 2015 - May 2018 | 3 |
| Ruby Dell Ranch | Alder, MT | Oct 2013 - May 2015 | 1 |
| Tss | Bismarck, ND | May 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- MT
-
Total Assets Under Management371MILLIONS
-
Total Number of Accounts974ACCOUNTS
-
Average Account Value$381,334
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, MT, NV, OR, TX, VT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.