Dale Peterson, financial advisor Sidney OH

Dale Peterson

CRD Number: 1012497
Current Firm: Cambridge Investment Research Advisors, Inc.

Dale Peterson (CRD# 1012497) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sidney, OH and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2019 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Sep 2019 - Current 3
Dale Peterson & Associates Inc. Sidney, OH Jan 1990 - Current 32
H. Beck, Inc. Rockville, MD May 2008 - Sep 2019 11
Aig American General Life Insurance Company Sidney, OH Oct 2002 - Sep 2019 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
Contact Info for Dale E. Peterson
Phone Number: 641-472-5100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    82,247
    MILLIONS
  • Total Number of Accounts
    382,713
    ACCOUNTS
  • Average Account Value
    $214,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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