Sheryl Peterson, financial advisor San Jose CA
93 score

Sheryl Peterson

CRD Number: 4436783
Current Firm: 1st Global Advisors Inc.

Sheryl Peterson (CRD# 4436783) is an Investment Advisor Representative working at 1st Global Advisors Inc. in San Jose, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Insurance Services San Jose, CA Jun 2007 - Current 10
1st Global Advisors, Inc. San Jose, CA Mar 2002 - Current 15
1st Global Capital Corp. San Jose, CA Aug 2001 - Current 16
Johanson & Yau Accty. Corp. San Jose, CA Aug 1994 - Current 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Sheryl L. Peterson
Phone Number: 214-294-5000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
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, VI, 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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