Sarah Peterson, financial advisor Virginia Beach VA
90 score

Sarah Peterson

CRD Number: 5896619
Current Firm: Wells Fargo Advisors, LLC

Sarah Peterson (CRD# 5896619) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Virginia Beach, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Virginia Beach, VA Mar 2010 - Current 6
Wells Fargo Bank Na Norfolk, VA Mar 2010 - Mar 2011 1
Neptune Promotions Virignia Beach, VA May 2009 - May 2010 1
Cardon & Goodman Virginia Beach, VA Dec 2008 - May 2009 < 1
Lloyd Family Norfolk, VA Aug 2008 - May 2009 < 1
Old Dominon University Norfolk, VA Aug 2005 - May 2009 3
Beverly Woods Swim Club Charlotte, NC May 2002 - Aug 2008 6
Tropical Smoothie Cafe Norfolk, VA Jan 2007 - May 2008 1
Beverly Woods Swim Club Charlotte, NC May 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Sarah E. Peterson
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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