William Peterson, financial advisor Pioneer CA
93 score

William Peterson

CRD Number: 5600402
Current Firm: Brookstone Capital Management LLC

William Peterson (CRD# 5600402) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Pioneer, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Brookstone Capital Management Wheaton, IL Sep 2008 - Current 8
William Peterson Pioneer, CA Oct 2006 - Current 10
Free Pc Club LLC Pioneer, CA Mar 2003 - Dec 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for William M. Peterson
Phone Number: 630-653-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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