Billy Peterson (CRD# 2747152) is an Investment Advisor Representative working at Peterson Wealth Services Inc. in South Ogden, UT and has over 27 years of experience in the finance industry. Billy 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.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peterson Wealth Services, Inc. | South Ogden, UT | Sep 2020 - Current | 3 |
| Peterson Wealth Services, Inc. | South Ogden, UT | Mar 2020 - Current | 4 |
| Morgan High School | Morgan, UT | Jan 2017 - Current | 7 |
| Buck Way Ranch LLC | Morgan, UT | Sep 2016 - Current | 7 |
| Peterson Wealth Services- Divorce Planning Services | Ogden, UT | Apr 2015 - Current | 9 |
| Peterson Real Estate Enterprises LLC | Morgan, UT | May 2010 - Current | 13 |
| Wealth Services Company | Ogden, UT | Mar 2010 - Current | 14 |
| Peterson Wealth Services | South Ogden, UT | Oct 2009 - Current | 14 |
| Raymond James Financial Services | South Ogden, UT | Oct 2009 - Oct 2020 | 11 |
| Raymond James Financial Services Advisors, Inc. | South Ogden, UT | Oct 2009 - Oct 2020 | 11 |
| Stonehill Insurance Agency | South Ogden, UT | Oct 2010 - Jun 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- UT
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Total Assets Under Management394MILLIONS
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Total Number of Accounts391ACCOUNTS
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Average Account Value$1,007,709
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, ID, LA, NM, TX, UT, WY
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