Peter Burnham, financial advisor Sandy UT

Peter Burnham

CRD Number: 4273583
Current Firm: Diversify Advisory Services, LLC

Peter Burnham (CRD# 4273583) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 23 years of experience in the finance industry. Peter Burnham 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.

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Professional Designations
Company Name Location Dates Years
Dfpg Investment, LLC Sandy, UT Nov 2022 - Current 1
Surevest, LLC Ashburn, VA Jan 2020 - Nov 2022 2
Surevest Wealth Management Ashburn, VA Feb 2018 - Feb 2020 2
Charles Schwab Bank Washington, DC Oct 2007 - Jan 2018 10
Charles Schwab Inc. & Company Washington, DC Sep 2007 - Jan 2018 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Disclosure Information

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
Contact Info for Peter R. Burnham
Phone Number: 801-838-9999
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    2,010
    MILLIONS
  • Total Number of Accounts
    10,642
    ACCOUNTS
  • Average Account Value
    $188,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA

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