Nicholas Peterson (CRD# 6011317) is an Investment Advisor Representative working at Corecap Advisors in Orem, UT and has over 12 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peterson Harris | Orem, UT | Jan 2021 - Current | 3 |
| Corecap Advisors, LLC | Southfield, MI | Nov 2014 - Current | 9 |
| World Financial Group, Inc. | Orem, UT | Aug 2011 - Current | 12 |
| Peterson & Associates Cpa Inc. | Orem, UT | Sep 2011 - Jan 2021 | 9 |
| Corecap Investments | Southfield, MI | Nov 2014 - Dec 2016 | 2 |
| Transamerica Financial Advisors, Inc. | Orem, UT | Feb 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- AK
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- ID
- IL
- IA
- KS
- MA
- MT
- NV
- NY
- NC
- OH
- OK
- OR
- PA
- TX
- UT
- VA
- WA
- WY
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Total Assets Under Management2,467MILLIONS
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Total Number of Accounts8,713ACCOUNTS
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Average Account Value$283,196
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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