Scott Petersen (CRD# 5849386) is an Investment Advisor Representative working at Edward Jones in Zephyrhills, FL and has over 12 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 5159569
Primerica Advisors
CRD# 6525251
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2021 - Current | 2 |
| Northwestern Mutual Investment Services LLC | Tampa, FL | Aug 2020 - Jun 2021 | < 1 |
| Matthew Lytell | Tampa, FL | Aug 2020 - Jun 2021 | < 1 |
| Sagepoint Financial, Inc. | Sun City Center, FL | Jun 2020 - Jun 2021 | 1 |
| Unemployed | Wesley Chapel, FL | Jul 2020 - Aug 2020 | < 1 |
| Payant Wealth Management | Sun City Center, FL | Jun 2020 - Jul 2020 | < 1 |
| Spanos Group Of Raymond James | Beaver, PA | Nov 2015 - Jun 2020 | 4 |
| Merrill Lynch | Beaver, PA | Oct 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- FL
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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