Daniel PetersonCRD Number: 4527851
Current Firm: Alamo Advisors, LP
Daniel Peterson (CRD# 4527851) is an Investment Advisor Representative working at Alamo Advisors, LP in San Antonio, TX and has 1 year of experience in the finance industry. Daniel Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Alamo Advisors, LP||San Antonio, TX||Jul 2002 - Current||15|
Total Assets Under Management2,546MILLIONS
Total Number of Accounts700ACCOUNTS
Average Account Value$3,636,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)