Matthew PetersonCRD Number: 4512473
Current Firm: Great Valley Advisor Group, Inc.
Matthew Peterson (CRD# 4512473) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Plymouth, MN and has over 15 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Great Valley Advisor Group, Inc.||Plymouth, MN||Nov 2014 - Current||3|
|Lpl Financial, LLC||Plymouth, MN||Oct 2014 - Current||3|
|New England Financial||Minneapolis, MN||Feb 2002 - Oct 2014||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
Total Assets Under Management520MILLIONS
Total Number of Accounts3,438ACCOUNTS
Average Account Value$151,129
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI
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