Tory PetersonCRD Number: 872046
Current Firm: Lpl Financial LLC
Tory Peterson (CRD# 872046) is an Investment Advisor Representative working at Lpl Financial LLC in Tryon, NC and has over 37 years of experience in the finance industry.
Cetera Advisor Networks LLC
Collie Financial Planning, Inc.
Altavista Wealth Management, Inc.
|Lpl Financial, LLC||Charlotte, NC||Aug 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1980|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops