Mcderrick PeytonCRD Number: 6003328
Current Firm: Transamerica Financial Advisors, Inc.
Mcderrick Peyton (CRD# 6003328) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 3 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Transamerica Financial Advisors, Inc.||So. Jordan, UT||Dec 2012 - Current||4|
|World Financial Group, Inc.||So. Jordan, UT||Jun 2011 - Current||5|
|Granite School District-hunter High School||West Valley, UT||Aug 2010 - Current||6|
|Peyton Warben Capital, Inc.||West Jordan, UT||Sep 2011 - Mar 2014||2|
|Transamerica Financial Advisors, Inc.||So. Jordan, UT||Jan 2012 - Nov 2012||< 1|
|World Group Securities, Inc.||South Jordan, UT||Nov 2011 - Jan 2012||< 1|
|Alpine School District -lehi High School||American Fork, UT||Aug 2007 - Aug 2011||4|
|Granite School District -hunter High School||West Valley, UT||Aug 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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