Timothy PetersonCRD Number: 2259610
Current Firm: Cane Island Alternative Advisors, LLC
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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cane Island Alternative Advisors, LLC||Richmond, TX||Jul 2019 - Current||2|
|Rstat LLC||Katy, TX||Aug 2015 - Jul 2019||3|
|Ashland Partners||Jacksonville, OR||Jan 2009 - Oct 2015||6|
Total Assets Under Management4MILLIONS
Total Number of Accounts15ACCOUNTS
Average Account Value$240,000
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.