Adam PetersonCRD Number: 5389061
Current Firm: The Magnolia Group, LLC
Adam Peterson (CRD# 5389061) is an Investment Advisor Representative working at The Magnolia Group, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|The Magnolia Group, LLC||Omaha, NE||Apr 2014 - Current||3|
|The Aligned Group, LLC||Las Vegas, NV||Nov 2013 - Current||3|
|Magnolia Capital, LLC||Tulsa, OK||May 2007 - Current||10|
|Nadel And Gussman, LLC||Tulsa, OK||Jul 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management233MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$116,481,375
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)