Timothy Peterson (CRD# 2259610) is an Investment Advisor Representative working at Cane Island Alternative Advisors, LLC in Richmond, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cane Island Alternative Advisors, LLC | Richmond, TX | Jul 2019 - Current | 4 |
| Rstat LLC | Katy, TX | Aug 2015 - Jul 2019 | 3 |
| Ashland Partners | Jacksonville, OR | Jan 2009 - Oct 2015 | 6 |
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$250,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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