Mark WhitakerCRD Number: 6407468
Current Firm: Peterson Wealth Advisors, LLC
Cetera Advisor Networks LLC
Equitable Advisors, LLC
Foresight Wealth Management, LLC
|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|
Total Assets Under Management273MILLIONS
Total Number of Accounts971ACCOUNTS
Average Account Value$280,879
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, NV, TX, UT
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