Angela Peterson, financial advisor Peachtree City GA

Angela Peterson

CRD Number: 4710451
Current Firm: Raymond James Financial Services Advisors, Inc.

Angela Peterson (CRD# 4710451) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Peachtree City, GA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Peterson Capital Management Peachtree City, GA Jul 2012 - Current 11
Raymond James Financial Services Memphis, TN Nov 2009 - Current 14
Raymond James Financial Services Advisors, Inc. Memphis, TN Nov 2009 - Current 14
Greek Gates LLC Cordova, TN Jan 2016 - Sep 2017 1
Real Estate Fayetteville, GA May 2013 - Jul 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Angela F. Peterson
Phone Number: 727-567-3020
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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