Brian Petersen (CRD# 6615039) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 7 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Alexandria, VA | Oct 2016 - Current | 7 |
| Charles Schwab & Company, Inc. | Alexandria, VA | Oct 2016 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley, MD | Feb 2016 - Aug 2016 | < 1 |
| Unemployed | Olney, MD | Dec 2015 - Feb 2016 | < 1 |
| Eastern Idaho Entrepreneurial Center | Rexburg, ID | Sep 2015 - Dec 2015 | < 1 |
| Brigham Young University - Idaho | Rexburg, ID | Sep 2008 - Dec 2015 | 7 |
| Copper Canyon Grille | Silver Spring, MD | May 2013 - Jun 2015 | 2 |
| Burgerfi | Silver Spring, MD | May 2014 - Oct 2014 | < 1 |
| Cheeburger Cheeburger | Olney, MD | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
| S63 | Uniform Securities State Law Examination | May 2016 |
- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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