CRD# 4683570
Cetera Advisor Networks LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Foresight Wealth Management, LLC
| 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 |
- UT
-
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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