Scott Peterson, financial advisor Orem UT

Scott Peterson

CRD Number: 1611542
Current Firm: Peterson Wealth Advisors, LLC

Scott Peterson (CRD# 1611542) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Peterson Wealth Advisors, LLC Orem, UT Feb 2008 - Current 13
Peterson Insurance Agency, Inc. Orem, UT Jun 1997 - Dec 2019 22
Mutual Securities Orem, UT Oct 2010 - Oct 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for Scott M. Peterson
Phone Number: 801-225-0000
Registered State(s):
  • TX
  • 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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