Mark Whitaker, financial advisor Orem UT

Mark Whitaker

CRD Number: 6407468
Current Firm: Peterson Wealth Advisors, LLC
Mark Whitaker (CRD# 6407468) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 4 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Peterson Wealth Advisors, LLC Orem, UT Nov 2015 - Current 5
Utah Army National Guard Salt Lake City, UT Jun 2007 - Current 13
Utah Valley Universtity Orem, UT Feb 2010 - Dec 2015 5
Dfpg Investments, Inc. South Jordan, UT Oct 2014 - Nov 2015 1
Diversify Inc. South Jordan, UT Dec 2013 - Oct 2015 1
Church Of Jesus Christ Of Latter Day Saints Dallas, TX Jan 2008 - Jan 2010 2
Pleasant Grove Hs Pleasant Grove, UT Oct 2004 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Mark P. Whitaker
Phone Number:
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    350
    MILLIONS
  • Total Number of Accounts
    1,114
    ACCOUNTS
  • Average Account Value
    $313,837
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

AZ, CA, CO, ID, NV, TX, UT

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