Amanda Peterson, financial advisor Vancouver WA

Amanda Peterson

CRD Number: 7089406
Current Firm: Johnson Bixby

Amanda Peterson (CRD# 7089406) is an Investment Advisor Representative working at Johnson Bixby in Vancouver, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Johnson Bixby & Associates Llc Dba Johnson Bixby Vancouver, WA Oct 2020 - Current 2
Kms Financial Services Inc. Seattle, WA May 2020 - Oct 2020 < 1
Cable Hill Partners, LLC Vancouver, WA May 2018 - May 2020 2
Unemployed Seattle, WA Nov 2017 - Apr 2018 < 1
Remax Whatcom County Bellingham, WA Jun 2017 - Nov 2017 < 1
Unemployed Seattle, WA Dec 2016 - Jun 2017 < 1
King County Superior Court Seattle, WA Sep 2005 - Dec 2016 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Amanda Peterson
Phone Number: 360-695-1795
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    575
    MILLIONS
  • Total Number of Accounts
    1,614
    ACCOUNTS
  • Average Account Value
    $356,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AZ, CA, ID, NV, OR, TX, WA

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